Original filing (PDF)20250701153956NAL0006841891001

AXIOM FINANCIAL SERVICES

Name: AXIOM FINANCIAL SERVICES — AXIOM FINANCIAL SERVICES 401(K) PLAN, Form 5500 (2024)
Creator: AXIOM FINANCIAL SERVICES

Form 5500-SF

FILING_RECEIVED

AXIOM FINANCIAL SERVICES 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$678K

Net assets (EOY)

$678K

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).

Decision-maker contacts

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

Plan sponsor

Name

AXIOM FINANCIAL SERVICES

EIN

46-1829264

Address

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

Phone

(973) 771-9100

Industry