How big is PKLP, LLC DBA Axiom Wealth Management's plan?

PKLP, LLC DBA Axiom Wealth Management's plan reported $1.4M in assets and 23 participants for 2024.

Original filing (PDF)20251006075444NAL0005991808001

PKLP, LLC DBA Axiom Wealth Management

Name: PKLP, LLC DBA Axiom Wealth Management — Axiom Wealth, Form 5500 (2024)
Creator: PKLP, LLC DBA Axiom Wealth Management
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Axiom Wealth Management 401(k) Plan

401(k) retirement plan · PKLP, LLC DBA Axiom Wealth Management's Axiom Wealth Management 401(k) Plan held $1.4M in plan assets for 23 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.4M

Net assets (EOY)

$1.4M

People on this filing

Kevin S. Proffitt signed PKLP, LLC DBA Axiom Wealth Management's 2024 Form 5500 as plan administrator.

Kevin S. Proffitt — 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

PKLP, LLC DBA Axiom Wealth Management's EIN is 84-3865609.

EIN 84-3865609

Plan number 001

Plan year 2024

ACK ID 20251006075444NAL0005991808001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

PKLP, LLC DBA Axiom Wealth Management's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

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

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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