How big is Axiom Advisors Group, LLC's plan?

Axiom Advisors Group, LLC's plan reported $3.3M in assets and 14 participants for 2024.

Original filing (PDF)20250725181753NAL0009127568001

Axiom Advisors Group, LLC

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

Form 5500-SF

FILING_RECEIVED

Axiom Advisors Retirement Trust

401(k) retirement plan · Axiom Advisors Group, LLC's Axiom Advisors Retirement Trust held $3.3M in plan assets for 14 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.3M

Net assets (EOY)

$3.3M

People on this filing

Plan Sponsor signed Axiom Advisors Group, LLC's 2024 Form 5500 as plan administrator.

Plan Sponsor — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Axiom Advisors Group, LLC's EIN is 83-2323624.

EIN 83-2323624

Plan number 001

Plan year 2024

ACK ID 20250725181753NAL0009127568001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Axiom Advisors Group, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Axiom Advisors Group, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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

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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