How big is Axiom CPAS and Business Advisors LLC's plan?

Axiom CPAS and Business Advisors LLC's plan reported $6.5M in assets and 4 participants for 2025.

Original filing (PDF)20260116182210NAL0024965522001

Axiom CPAS and Business Advisors LLC

Name: Axiom CPAS and Business Advisors LLC — Axiom CPAS, Form 5500 (2025)
Creator: Axiom CPAS and Business Advisors LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Axiom CPAS 401(k) Plan

401(k) retirement plan · Axiom CPAS and Business Advisors LLC's Axiom CPAS 401(k) Plan held $6.5M in plan assets for 4 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$6.5M

Net assets (EOY)

$6.5M

People on this filing

Wryan Capps signed Axiom CPAS and Business Advisors LLC's 2025 Form 5500 as plan administrator.

Wryan Capps — 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

Axiom CPAS and Business Advisors LLC's EIN is 45-4417799.

EIN 45-4417799

Plan number 001

Plan year 2025

ACK ID 20260116182210NAL0024965522001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Axiom CPAS and Business Advisors LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Axiom CPAS and Business Advisors LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for AXIOM CPAS AND BUSINESS ADVISORS 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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (99th percentile).

Plan sponsor

Name

AXIOM CPAS AND BUSINESS ADVISORS LLC

EIN

all filings

Address

6501 AMERICAS PKWY, SUITE 500 · ALBUQUERQUE, NM · 87110

Phone

(505) 767-7600

Industry

CPA Offices· Professional & Technical Services

Plan administrator