Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
AXIOM FINANCIAL SERVICES
EIN 46-1829264Finance and InsuranceLatest filing 2025
Plans
2
Retirement
2
$4.1M assets
Welfare
0
Participants
19
80 E ROUTE 4, SUITE 203 - PARAMUS, NJ 07652973-771-9100
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $4.1M assets / 19 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
AXIOM FINANCIAL SERVICES DEFINED BENEFIT PLAN
TraditionalDB
Assets$3.2M
Participants6
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001
AXIOM FINANCIAL SERVICES 401(K) PLAN
401k
Assets$865K
Participants13
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 | AXIOM FINANCIAL SERVICES DEFINED BENEFIT PLAN | TraditionalDB | $3.2M | 6 | 2025 | |
| 001 | AXIOM FINANCIAL SERVICES 401(K) PLAN | 401k | $865K | 13 | 2025 |
Retirement plans