Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
NAXION, INC.
EIN 23-2681082market researchLatest filing 2024
Plans
2
Retirement
2
$41.7M assets
Welfare
0
Participants
224
1835 MARKET STREET 25TH FLOOR - PHILADELPHIA, PA 191032984215-496-6800naxionthinking.comLinkedIn51-200 employeesmarket research
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $41.7M assets / 224 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
NAXION, INC. PROFIT SHARING/401(K) PLAN
401k
Assets$25.8M
Participants107
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
NAXION, INC. EMPLOYEE STOCK OWNERSHIP PLAN
ESOP
Assets$15.9M
Participants117
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 | NAXION, INC. PROFIT SHARING/401(K) PLAN | 401k | $25.8M | 107 | 2024 | |
| 002 | NAXION, INC. EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $15.9M | 117 | 2024 |
Retirement plans