PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. AXIOM ARCHITECTURE PA
Sponsor portfolio

AXIOM ARCHITECTURE PA

EIN 26-0719498-architecture & planning-Latest filing 2025
Plans
2
Retirement
2
$6.9M assets
Welfare
0
Participants
50
333 WEST TRADE STREET, SUITE 200 - CHARLOTTE, NC 28202704-927-9900axiomarchitecture.comLinkedIn1-10 employeesarchitecture & planning
Plans on this EIN
2 filings
#001401k-$4.8M - 31 part#002CashBalance-$2.1M - 19 part

Retirement portfolio analytics

2 plans aggregated / $6.9M assets / 50 participants

Assets by plan

Share of aggregate retirement assets

70%top
  • PLAN AND TRUST (#001)70%
  • CASH BALANCE PLAN (#002)30%
Total $6.9MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PLAN AND TRUST (#001)31
  • CASH BALANCE PLAN (#002)19
Total 50Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

AXIOM ARCHITECTURE PA 401(K) PROFIT SHARING PLAN AND TRUST

401k

Assets$4.8M
Participants31
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

AXIOM ARCHITECTURE PA CASH BALANCE PLAN

CashBalance

Assets$2.1M
Participants19
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001AXIOM ARCHITECTURE PA 401(K) PROFIT SHARING PLAN AND TRUST401k$4.8M312025
002AXIOM ARCHITECTURE PA CASH BALANCE PLANCashBalance$2.1M192025
Retirement plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica