How big is Zaxis Financial Services America's plan?

Zaxis Financial Services America's plan reported $545K in assets and 23 participants for 2024.

Original filing (PDF)20250716070120NAL0002178979001

Zaxis Financial Services America

Name: Zaxis Financial Services America — Zaxis Financial, Form 5500 (2024)
Creator: Zaxis Financial Services America
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Zaxis Financial Services Americas LLC

401(k) retirement plan · Zaxis Financial Services America's Zaxis Financial Services Americas LLC held $545K in plan assets for 23 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$545K

Net assets (EOY)

$545K

People on this filing

Shirley Horner signed Zaxis Financial Services America's 2024 Form 5500 as plan administrator.

Shirley Horner — 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

Zaxis Financial Services America's EIN is 92-1869392.

EIN 92-1869392

Plan number 001

Plan year 2024

ACK ID 20250716070120NAL0002178979001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Zaxis Financial Services America from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Zaxis Financial Services America's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ZAXIS FINANCIAL SERVICES AMERICA.

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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