Back to filter
Original filing (PDF)20250627144415NAL0009858049002
AXEON WATER TECHNOLOGIES
Form 5500-SF
FILING_RECEIVED
AXEON WATER TECHNOLOGIES 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Active participants
53
Accounts w/ balance
37
Plan assets (EOY)
$1.4M
Net assets (EOY)
$1.4M
Plan health score (directional)
86
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
80
Knocking points off
- 70% balance-to-active ratio — below typical for a healthy 401(k).
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for AXEON WATER TECHNOLOGIES.
Plan sponsor
Name
AXEON WATER TECHNOLOGIES
EIN
33-0579273
Address
40980 COUNTY CENTER DR · TEMECULA, CA · 92591
Phone
(800) 320-4074
Industry
All Other Professional Services· Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-06-27
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providersRelated plans
Similar-size All Other Professional Services plans
CAG HOLDINGS LLC
CAG HOLDINGS LLC 401 K PROFIT SHARING PLAN TRUST
$1.4M · 5 participants
AIR 7 LLC
AIR 7 401(K) PLAN
$1.4M · 41 participants
ECTOHR
ECTOHR 401K PLAN
$1.4M · 14 participants
BYTE FEDERAL INC
BYTE FEDERAL INC 401(K) PROFIT SHARING PLAN & TRUST
$1.4M · 53 participants
NAPIER, BAILLIE, WILSON, BACON & TALLONE, P.C.
MICHAEL NAPIER, P.C. PROFIT SHARING PLAN
$1.4M · 10 participants
SILVERSTEIN EQUITIES CORP.
THE SILVERSTEIN EQUITIES CORP. CASH BALANCE PLAN
$1.4M · 4 participants
Large plans in California
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND
$215.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND E
$190.9B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND F
$188.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
RUSSELL 1000 INDEX FUND
$187.7B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
CASH EQUIVALENT FUND II
$125.0B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
BLACKROCK MSCI ACWI EX-US IMI INDEX FUND E
$88.3B