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Original filing (PDF)20250918050503NAL0001381827001
AXIOM RESOURCE MANAGEMENT, INC.
Form 5500
FILING_RECEIVED
AXIOM RESOURCE MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Active participants
131
Accounts w/ balance
261
Plan assets (EOY)
$29.8M
Net assets (EOY)
$29.8M
How this plan invests
This plan
1 pooled trust
Schedule D
31 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for AXIOM RESOURCE MANAGEMENT, INC..
Plan sponsor
Name
AXIOM RESOURCE MANAGEMENT, INC.
EIN
52-1828936
Address
2941 FAIRVIEW PARK DRIVE · SUITE 800 · FALLS CHURCH, VA · 22042
Phone
(703) 208-3000
Industry
Professional & Technical Servicessee 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
2025-09-18
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
KELLY & COMPANY LLC
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 | $60K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GALLAGHER BENEFIT SERVICES | 36-4291971 | — | CONSULTANT | $42K | — |
Investments
29 direct securities · 1 pooled fund· $27.4M(92% 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
$26.7M
29 holdings
Common Collective Trust
$704K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| BLACKROCK LIFEPATH 2040 FUND K | Registered Investment Companies | — | — | $3.0M | 10.1% | |
| VANGUARD GROWTH INDEX FUND ADM | Registered Investment Companies | — | — | $2.7M | 9.2% | |
| BR GLOB ALLOC K | Registered Investment Companies | — | — | $2.3M | 7.8% | |
| BLACKROCK LIFEPATH RET FUND K | Registered Investment Companies | — | — | $2.3M | 7.6% | |
| BLACKROCK LIFEPATH 2045 FUND K | Registered Investment Companies | — | — | $2.2M | 7.4% | |
| FID 500 IND | Registered Investment Companies | — | — | $1.8M | 6.2% | |
| BLACKROCK LIFEPATH 2035 K | Registered Investment Companies | — | — | $1.8M | 6.1% | |
| VANG TOT STK MKT IDX - ADMIRAL | Registered Investment Companies | — | — | $1.5M | 4.9% | |
| BLACKROCK LIFEPATH 2065 K | Registered Investment Companies | — | — | $1.3M | 4.4% | |
| VANGUARD SM CAP VAL INDEX ADM | Registered Investment Companies | — | — | $1.0M | 3.5% | |
| AMERFUNDS AMER BALANCED - R6 | Registered Investment Companies | — | — | $841K | 2.8% | |
| VANGUARD VALUE INDEX FUND ADMR | Registered Investment Companies | — | — | $719K | 2.4% | |
| PUTNAM STABLE VALUE 25 PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $704K | 2.4% | |
| BLACKROCK LIFEPATH 2050 FUND K | Registered Investment Companies | — | — | $664K | 2.2% | |
| BLACKROCK LIFEPATH 2055 FUND K | Registered Investment Companies | — | — | $599K | 2.0% | |
| VANGUARD TOT BND MKT IND- ADM | Registered Investment Companies | — | — | $523K | 1.8% | |
| BLACKROCK LIFEPATH 2060 K | Registered Investment Companies | — | — | $474K | 1.6% | |
| VANGUARD SM CP GR IDX -ADMIRAL | Registered Investment Companies | — | — | $433K | 1.5% | |
| FID INTERNATIONAL INDEX | Registered Investment Companies | — | — | $409K | 1.4% | |
| VANGUARD MIDCAP GROWTH IDX ADM | Registered Investment Companies | — | — | $249K | 0.8% | |
| PARNASSUS CORE EQUITY INST | Registered Investment Companies | — | — | $239K | 0.8% | |
| VANG HI YLD CORP ADM | Registered Investment Companies | — | — | $237K | 0.8% | |
| FID MID CAP INDEX | Registered Investment Companies | — | — | $237K | 0.8% | |
| AMERICAN FUNDS EUROPAC GRO- R6 | Registered Investment Companies | — | — | $236K | 0.8% | |
| FIDELITY ADVISOR TOTAL BOND Z | Registered Investment Companies | — | — | $194K | 0.7% | |
| VANGUARD MID CAP VALUE IND ADM | Registered Investment Companies | — | — | $177K | 0.6% | |
| FID SMALL CAP INDEX | Registered Investment Companies | — | — | $157K | 0.5% | |
| PIMCO INCOME FUND - INSTL | Registered Investment Companies | — | — | $150K | 0.5% | |
| AMERICAN FUNDS NEW WORLD R6 | Registered Investment Companies | — | — | $122K | 0.4% | |
| PIMCO INTL BOND USD HDGD I | Registered Investment Companies | — | — | $41K | 0.1% |