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Sponsor portfolio

PAXIS INSTITUTE INC.

EIN 86-0921395-program development-Latest filing 2025
Plans
2
Retirement
2
$9.0M assets
Welfare
0
Participants
69
4980 N SABINO CANYON RD - TUCSON, AZ 85750520-299-6770paxis.orgLinkedIn11-50 employeesprogram development
Plans on this EIN
2 filings
#001401k-$4.9M - 36 part#002TraditionalDB-$4.1M - 33 part

Retirement portfolio analytics

2 plans aggregated / $9.0M assets / 69 participants

Assets by plan

Share of aggregate retirement assets

54%top
  • PROFIT SHARING PLAN (#001)54%
  • DEFINED BENEFIT PENSION (#002)46%
Total $9.0MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#001)36
  • DEFINED BENEFIT PENSION (#002)33
Total 69Click 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

PAXIS INSTITUTE INC. PROFIT SHARING PLAN

401k

Assets$4.9M
Participants36
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002

PAXIS INSTITUTE DEFINED BENEFIT PENSION PLAN

TraditionalDB

Assets$4.1M
Participants33
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001PAXIS INSTITUTE INC. PROFIT SHARING PLAN401k$4.9M362025
002PAXIS INSTITUTE DEFINED BENEFIT PENSION PLANTraditionalDB$4.1M332024
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