Plan Snapshot
- Plan Sponsor: Axial Financial Group, LLC
- Sponsor EIN: 050630790
- Sponsor Address: 1 VAN DE GRAAFF DRIVE, BURLINGTON, MA, 01803
- Plan Type: 401(k)
- Total Participants: 20
- Total Assets: $9.9M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2024 | 20 | $9.9M | $177,090 | $290,054 |
| 2023 | 16 | $8.4M | $163,650 | $264,627 |
| 2022 | 18 | $8.1M | $186,690 | $253,574 |