Original filing (PDF)20260723145125NAL0013762945001

AXIS Management Group Holdings Inc.

Name: AXIS Management Group Holdings Inc. — AXIS Managemen, Form 5500 (2025)
Creator: AXIS Management Group Holdings Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

AXIS Management Group Holdings Inc. 401(k) Plan

401(k) retirement plan · AXIS Management Group Holdings Inc.'s AXIS Management Group Holdings Inc. 401(k) Plan held $3.3M in plan assets for 35 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.3M

Net assets (EOY)

$3.3M

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.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for AXIS MANAGEMENT GROUP HOLDINGS INC.

Plan sponsor

Name

AXIS MANAGEMENT GROUP HOLDINGS INC

EIN

74-3111504all filings

Address

795 FRANKLIN AVENUE - STE 210 · FRANKLIN LAKES, NJ · 07417

Phone

(201) 847-9175

Industry

Insurance Agencies & Brokerages· Finance & Insurance

Plan administrator