Back to filter
Original filing (PDF)20251014060815NAL0001055811001
AXIUM PACKAGING, LLC
Form 5500
FILING_RECEIVED
AXIUM 401(K) PLAN
401(k) retirement plan
Active participants
1,809
Accounts w/ balance
859
Plan assets (EOY)
$14.6M
Net assets (EOY)
$14.6M
How this plan invests
This plan
1 pooled trust
Schedule D
33 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 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
100
Total plan cost
100
Vendor stack
100
Participation health
65
Knocking points off
- Only 47% as many balances as active participants — suggests many active employees aren't deferring.
Helping the score
- Below-peer total fees (16 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for AXIUM PACKAGING, LLC.
Plan sponsor
Name
AXIUM PACKAGING, LLC
EIN
37-1646363
Address
9005 SMITHS MILL ROAD NORTH · NEW ALBANY, OH · 43054
Phone
(614) 706-5955
Industry
Manufacturingsee 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
2025-10-14
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
CLARK SCHAEFER HACKETT
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $12K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RESOURCES INVESTMENT ADVISORS LLC | 82-1434504 | — | ACCOUNTANT | $11K | — |
Investments
33 direct securities · 1 pooled fund· $14.4M(99% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Registered Investment Companies
$14.4M
32 holdings
Uncategorized
$6K
1 holding
Common Collective Trust
$0
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| VAN TARGET RETIRE 2040 | Registered Investment Companies | — | — | $3.0M | 20.2% | |
| VAN TARGET RETIRE 2045 | Registered Investment Companies | — | — | $1.4M | 9.8% | |
| VAN TARGET RETIRE 2035 | Registered Investment Companies | — | — | $1.3M | 9.2% | |
| VANGUARD 500 INDEX FUND - ADM | Registered Investment Companies | — | — | $1.3M | 8.9% | |
| VAN TARGET RETIRE 2055 | Registered Investment Companies | — | — | $1.1M | 7.5% | |
| VAN TARGET RETIRE 2050 | Registered Investment Companies | — | — | $1.0M | 7.2% | |
| VAN TARG RETIRE 2060 | Registered Investment Companies | — | — | $851K | 5.8% | |
| VAN TARGET RETIRE 2030 | Registered Investment Companies | — | — | $818K | 5.6% | |
| VIC PIO FUNDAMENTAL GROWTH R6 | Registered Investment Companies | — | — | $791K | 5.4% | |
| VAN TARGET RETIRE 2025 | Registered Investment Companies | — | — | $660K | 4.5% | |
| VAN TARG RETIRE 2065 | Registered Investment Companies | — | — | $404K | 2.8% | |
| VANGUARD MID CAP INDEX - ADM | Registered Investment Companies | — | — | $276K | 1.9% | |
| AMERFUNDS AMER BALANCED - R6 | Registered Investment Companies | — | — | $214K | 1.5% | |
| AMER FUNDS NEW PERSP R6 | Registered Investment Companies | — | — | $146K | 1.0% | |
| BLACKROCK HIGH YIELD K | Registered Investment Companies | — | — | $141K | 1.0% | |
| AMF INCOME FD OF AMERICA R6 | Registered Investment Companies | — | — | $123K | 0.8% | |
| VANGUARD TREASURY MONEY MARKET | Registered Investment Companies | — | — | $117K | 0.8% | |
| VAN TARGET RETIRE 2020 | Registered Investment Companies | — | — | $92K | 0.6% | |
| JPMORGAN MID CAP GROWTH R6 | Registered Investment Companies | — | — | $81K | 0.6% | |
| FID SMALL CAP INDEX | Registered Investment Companies | — | — | $74K | 0.5% | |
| ALS SPECIAL SMALL CAP VALUE R6 | Registered Investment Companies | — | — | $53K | 0.4% | |
| COHEN & STEERS REALTY SHARES | Registered Investment Companies | — | — | $51K | 0.4% | |
| VICTORY NASDAQ-100 INDEX INST | Registered Investment Companies | — | — | $45K | 0.3% | |
| AMERICAN FUNDS EUPAC R6 | Registered Investment Companies | — | — | $43K | 0.3% | |
| VANGUARD GNMA ADM | Registered Investment Companies | — | — | $42K | 0.3% | |
| BLK INFLATION PROT BOND INSTL | Registered Investment Companies | — | — | $39K | 0.3% | |
| AMERICAN FUNDS NEW WORLD R6 | Registered Investment Companies | — | — | $39K | 0.3% | |
| VAN TARGET RETIRE INC | Registered Investment Companies | — | — | $35K | 0.2% | |
| MFS MID CAP VALUE FUND - R6 | Registered Investment Companies | — | — | $30K | 0.2% | |
| PIMCO INTL BOND USD HDGD I | Registered Investment Companies | — | — | $29K | 0.2% | |
| VAN TARG RETIRE 2070 | Registered Investment Companies | — | — | $17K | 0.1% | |
| INVESCO DISCOVERY R6 | Registered Investment Companies | — | — | $13K | <0.1% | |
| BROKERAGE FUND OPTIONS SELF-DIRECTED BROKERAGE ACCT | — | — | — | $6K | <0.1% | |
| MORLEY STABLE VALUE - 25 I PRINCIPAL GLOBAL INV TRUST · EIN 93-6274329 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% |
Related plans
Other plans using ADP, INC.
THE COMMITTEE OF THE UAW RETIREE MEDICAL BENEFITS TRUST
UAW GM RETIREES MEDICAL BENEFITS PLAN
$30.6B
TRUSTEES OF THE NATIONAL ELECTRICAL BENEFIT FUND
NATIONAL ELECTRICAL BENEFIT FUND
$20.4B · 343,794 participants
THE COMMITTEE OF THE UAW RETIREE MEDICAL BENEFITS TRUST
UAW FORD RETIREES MEDICAL BENEFITS PLAN
$19.6B
NATIONAL RURAL ELECTRIC COOPERATIVE ASSOCIATION
401(K) PENSION PLAN
$16.8B · 61,593 participants
THE COMMITTEE OF THE UAW RETIREE MEDICAL BENEFITS TRUST
UAW CHRYSLER RETIREES MEDICAL BENEFITS PLAN
$12.7B
NATIONAL RURAL ELECTRIC COOPERATIVE ASSOCIATION
RETIREMENT SECURITY PLAN
$11.5B · 56,128 participants
Similar-size Manufacturing plans
PRECISION VALVE CORPORATION
PRECISION VALVE CORPORATION RETIREMENT SAVINGS PLAN
$14.6M · 173 participants
MIDWEST HOSE & SPECIALTY INC.
MIDWEST HOSE & SPECIALTY INC. 401K PLAN
$14.6M · 348 participants
ACO, INC.
ACO, INC TAX FAVORED SAVINGS PLAN
$14.6M · 179 participants
THE HILSINGER COMPANY
THE HILSINGER COMPANY 401(K) PLAN
$14.6M · 269 participants
DONGALEN ENTERPRISES, INC.
DONGALEN ENTERPRISES, INC. 401(K) PROFIT SHARING PLAN
$14.7M · 147 participants
KAYSUN CORPORATION
KAYSUN CORPORATION 401(K) PROFIT SHARING PLAN
$14.5M · 205 participants
Large plans in Ohio
GENERAL ELECTRIC COMPANY, OPERATING AS GE AEROSPACE
GENERAL ELECTRIC PENSION TRUST
$24.9B
THE PROCTER & GAMBLE COMPANY
PROCTER & GAMBLE PROFIT SHARING TRUST & EMPLOYEE STOCK OWNERSHIP PLAN
$22.0B · 35,178 participants
GENERAL ELECTRIC COMPANY, OPERATING AS GE AEROSPACE
GE AEROSPACE PENSION TRUST
$19.1B
GENERAL ELECTRIC COMPANY, OPERATING AS GE AEROSPACE
GE AEROSPACE PENSION PLAN
$19.0B · 8,887 participants
GENERAL ELECTRIC COMPANY
GE AEROSPACE RETIREMENT SAVINGS PLAN
$14.7B · 29,163 participants
THE KROGER CO.
THE KROGER CO. 401(K) RETIREMENT SAVINGS ACCOUNT PLAN
$11.8B · 380,891 participants