Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
AXIAL FINANCIAL GROUP, LLC
EIN 05-0630790Finance and InsuranceLatest filing 2025
Plans
2
Retirement
2
$17.7M assets
Welfare
0
Participants
46
1 VAN DE GRAAFF DRIVE, SUITE 500 - BURLINGTON, MA 01803781-273-1400
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $17.7M assets / 46 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
AXIAL FINANCIAL GROUP 401(K) PROFIT SHARING PLAN
401k
Assets$12.0M
Participants27
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002
AXIAL FINANCIAL DEFINED BENEFIT PLAN
TraditionalDB
Assets$5.7M
Participants19
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | AXIAL FINANCIAL GROUP 401(K) PROFIT SHARING PLAN | 401k | $12.0M | 27 | 2025 | |
| 002 | AXIAL FINANCIAL DEFINED BENEFIT PLAN | TraditionalDB | $5.7M | 19 | 2025 |
Retirement plans