Assets by plan
Share of aggregate retirement assets
78%top
Sponsor portfolio
AXIZ GROUP, LLC
EIN 36-4126777marketing and advertisingLatest filing 2025
Plans
2
Retirement
2
$13.0M assets
Welfare
0
Participants
31
7101 N. RIDGEWAY - LINCOLNWOOD, IL 60712847-675-0000axizgroup.comLinkedIn11-50 employeesmarketing and advertising
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $13.0M assets / 31 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#002
AXIZ GROUP, LLC CASH BALANCE PENSION PLAN & TRUST
CashBalance
Assets$10.2M
Participants13
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001
AXIZ GROUP, LLC 401(K) PROFIT SHARING PLAN & TRUST
401k
Assets$2.8M
Participants18
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | AXIZ GROUP, LLC CASH BALANCE PENSION PLAN & TRUST | CashBalance | $10.2M | 13 | 2025 | |
| 001 | AXIZ GROUP, LLC 401(K) PROFIT SHARING PLAN & TRUST | 401k | $2.8M | 18 | 2025 |
Retirement plans