# Axial Financial Group, LLC 401(k) Plan
Source: https://planprovider.pro/companies/axial-financial-group-llc-plan

> Axial Financial Group, LLC&#39;s 401(k) plan: 20 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

## Similar Plans

- [Monashee Investment Management, LLC](https://planprovider.pro/companies/monashee-investment-management-llc-401k-plan) — 19 participants

- [Riverside Partners LLC](https://planprovider.pro/companies/riverside-partners-llc-plan-001) — 21 participants

- [Guidepost Growth Equity Management Company, LP](https://planprovider.pro/companies/guidepost-growth-management-company-llc-401k-plan) — 21 participants

- [Westview Capital Management LLC](https://planprovider.pro/companies/westview-capital-management-co-inc-plan) — 21 participants

- [Nichols & Pratt, LLP](https://planprovider.pro/companies/nichols-pratt-llp-401k-plan) — 21 participants

- [Windrose Advisors, LLC](https://planprovider.pro/companies/windrose-advisors-llc-401k-plan) — 21 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/axial-financial-group-llc-plan)

&copy; 2026 PlanProvider.Pro
