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Original filing (PDF)20250724134230NAL0013678018001
AXIOS MEDIA, INC.
Form 5500
FILING_RECEIVED
AXIOS MEDIA, INC. 401(K) PLAN
401(k) retirement plan
Active participants
473
Accounts w/ balance
570
Plan assets (EOY)
$25.9M
Net assets (EOY)
$25.9M
How this plan invests
This plan
24 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
Helping the score
- Below-peer total fees (4 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for AXIOS MEDIA, INC..
Plan sponsor
Name
AXIOS MEDIA, INC.
EIN
81-3191723
Address
3100 CLARENDON BOULEVARD SUITE 1300 · ARLINGTON, VA · 22201
Phone
(830) 377-5779
Industry
Information / Tech / Mediasee 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
2025-07-24
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)
Audit & trust (Schedule H)
Auditor
BDO USA, P.C
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JPMORGAN INVEST HOLDINGS LLC | 13-2624428 | — | RECORDKEEPER | $10K | — |
Investments
24 direct securities· $25.9M(100% of reported assets)
Uncategorized
$20.6M
23 holdings
Mutual Funds
$5.3M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard 500 Index Fund Admiral | Mutual Funds | — | — | $5.3M | 20.5% | |
| J.P. Morgan J.P. Morgan Smart Retirement 2055 R6 | — | — | — | $4.4M | 17.2% | |
| J.P. Morgan J.P. Morgan Smart Retirement 2050 R6 | — | — | — | $4.1M | 16.0% | |
| J.P. Morgan J.P. Morgan Smart Retirement 2040 R6 | — | — | — | $3.5M | 13.5% | |
| J.P. Morgan J.P. Morgan Smart Retirement 2060 R6 | — | — | — | $2.5M | 9.8% | |
| J.P. Morgan J.P. Morgan Smart Retirement 2045 R6 | — | — | — | $2.3M | 8.8% | |
| J.P. Morgan J.P. Morgan Smart Retirement 2035 R6 | — | — | — | $933K | 3.6% | |
| J.P. Morgan J.P. Morgan Smart Retirement 2030 R6 | — | — | — | $641K | 2.5% | |
| Vanguard Mid CAP Index Adm | — | — | — | $491K | 1.9% | |
| Vanguard Developed Markets Index | — | — | — | $278K | 1.1% | |
| J.P. Morgan J.P. Morgan Smart Retirement 2025 R6 | — | — | — | $217K | 0.8% | |
| Vanguard Total Bond Market Index | — | — | — | $189K | 0.7% | |
| American Funds American Funds Washington Mutual R6 | — | — | — | $167K | 0.6% | |
| Participant Loans Interest rates ranging from 3.25% to 8.5% - | — | — | — | $155K | 0.6% | |
| DFA US Targeted Value I | — | — | — | $152K | 0.6% | |
| J.P. Morgan J.P. Morgan Large Cap Growth R6 | — | — | — | $144K | 0.6% | |
| MFS International Growth R6 | — | — | — | $85K | 0.3% | |
| American Funds American Funds New World R6 | — | — | — | $57K | 0.2% | |
| J.P. Morgan J.P. Morgan Smart Retirement Income R6 | — | — | — | $51K | 0.2% | |
| J.P. Morgan J.P. Morgan Small Cap Growth R6 | — | — | — | $43K | 0.2% | |
| J.P. Morgan J.P. Morgan Smart Retirement 2065 R6 | — | — | — | $34K | 0.1% | |
| Pioneer Bond K | — | — | — | $14K | <0.1% | |
| J.P. Morgan J.P. Morgan US Government Money Market | — | — | — | $12K | <0.1% | |
| PIMCO Real Return Institutional | — | — | — | $11K | <0.1% |
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