How big is AXIZ Group, LLC's plan?

AXIZ Group, LLC's plan reported $8.7M in assets and 7 participants for 2024.

Original filing (PDF)20250402104607NAL0009634145001

AXIZ Group, LLC

Name: AXIZ Group, LLC — AXIZ Group, LLC Cash Balance, Form 5500 (2024)
Creator: AXIZ Group, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

AXIZ Group, LLC Cash Balance Pension Plan & Trust

Defined-benefit pension plan · AXIZ Group, LLC's AXIZ Group, LLC Cash Balance Pension Plan & Trust held $8.7M in plan assets for 7 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$8.7M

Net assets (EOY)

$8.7M

People on this filing

Joel Gross signed AXIZ Group, LLC's 2024 Form 5500 as plan administrator.

Joel Gross — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

AXIZ Group, LLC's EIN is 36-4126777.

EIN 36-4126777

Plan number 002

Plan year 2024

ACK ID 20250402104607NAL0009634145001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for AXIZ Group, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

AXIZ Group, LLC's plan includes a defined-benefit pension formula, a cash-balance formula.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for AXIZ GROUP, LLC.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score