Axiom Technology, Inc. 401(k) Profit Sharing Plan

• Opportunity

  High fees

  Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

  Schedule H, line 2i
• Opportunity

  Few collective trusts

  0% of fund dollars in collective trusts, which often cost less than the same strategy as a mutual fund.

  Schedule H, line 4i

Industry

33 - Manufacturing

Plan type

Defined contribution

Participants

100-249

Cohort

4,060 peers

Snapshot

2025

Target-date series: John Hancock Lifetime Blend, other, 34% of fund dollars

Covers 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 2026. Shares describe these plans, not the whole market.

• 2D
  Offset plan

  Plan benefits are subject to offset for retirement benefits provided in another plan or arrangement of the employer.
• 2G
  Total participant-directed account plan

  Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
• 2J
  Code section 401(k) feature

  Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
• 2K
  Code section 401(m) arrangement

  Employee contributions are allocated to separate accounts under the plan or employer contributions are based in whole or in part on employee deferrals or contributions to the plan. Not applicable to 401(k) plans with only QNECs and/or QMACs or to 403(b)(1) 403(b)(7) or 408 arrangements.