How big is Axiom Financial Services' plan?

Axiom Financial Services' plan reported $678K in assets and 5 participants for 2024.

Original filing (PDF)20250701153956NAL0006841891001

Axiom Financial Services

Name: Axiom Financial Services — Axiom Financial Services, Form 5500 (2024)
Creator: Axiom Financial Services
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Axiom Financial Services 401(k) Plan

401(k) retirement plan · Axiom Financial Services' Axiom Financial Services 401(k) Plan held $678K in plan assets for 5 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$678K

Net assets (EOY)

$678K

Plan identifiers

Axiom Financial Services' EIN is 46-1829264.

EIN 46-1829264

Plan number 001

Plan year 2024

ACK ID 20250701153956NAL0006841891001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Axiom Financial Services from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Axiom Financial Services' plan includes profit-sharing, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for AXIOM FINANCIAL SERVICES.

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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 (97th percentile).

Plan sponsor

Name

AXIOM FINANCIAL SERVICES

EIN

all filings

Address

80 E ROUTE 4 · SUITE 203 · PARAMUS, NJ · 07652

Phone

(973) 771-9100

Industry

Finance & Insurance

Plan administrator