form5500lookup

Form 5500 · Retirement plan · BERKELEY HEIGHTS, NJ

AXTRIA INC

The filing calls this plan AXTRIA INC. 401K PLAN.

AXTRIA INC of BERKELEY HEIGHTS, NJ files a Form 5500 for its retirement plan. Schedule A discloses 1 annuity or guaranteed-interest contract held by the plan, written by VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY. These are investment and funding contracts, not group health or welfare coverage. No medical, dental or life benefit is reported on this filing.

Agent of record (Schedule A)
Not disclosed
Contract year ends
Decemberas filed for plan year 2024

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 27-1142668 · plan 002 · plan year 2024, filed Sep 17, 2025

Participants at the start of the year
932
Contracts on file
1
Contract value
$831,677
Plan year end
December

Plan brief

Schedule A lists 1 insurance contract held by the plan — an annuity, a guaranteed-interest account or a similar funding vehicle, with VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY.

The contracts held $831,677 at the end of the plan year, as reported on Schedule A.

The filing discloses no agent commission on these contracts.

A Schedule A is filed for a retirement plan when plan assets sit in an insurance company contract. It reports the contract's balances and any agent commission. It does not report a health, dental or life premium, and it does not give a group renewal date.

The contract year ended in December.

Schedule A insurance contracts

CarrierContract typeCoveredYear endsContract valueCommission
VOYA RETIREMENT INSURANCE AND ANNUITY COMPANYAnnuity / GIC680December$831,677$0

Covered = persons covered at policy year end, as filed on Schedule A for that policy — often certificates or one class, not the whole plan. Premium = the filing’s own premium/charges figure; “—” means not credibly reported.

See the filing at the Department of Labor

Administrator and service providers

Plan administrator on the filing
AXTRIA INC
EIN 27-1142668
VOYA RETIREMENT INSURANCE & ANNUITY
SERVICE PROVIDER · EIN 71-0294708
$95,032
paid directly by the plan
METZ AND ASSOCIATES PLLC
SERVICE PROVIDER · EIN 46-4558541
$5,375
paid directly by the plan
MORNINGSTAR
SERVICE PROVIDER · EIN 36-3297908
$0
paid directly by the plan

The plan administrator is from line 3a of the main form. The service providers are named on Schedule C of this filing. We publish company names only.

What the plan holds

Plan assets at year end
$50,485,787
Paid out in benefits
$4,231,668
Participants at the start of the year
932
Participants with account balances
680

Sourced from U.S. DOL EFAST2 Form 5500 · Schedule H

Who runs the plan

Accountant's opinion (Schedule H, line 3a)
Unmodified

From Schedule H of this filing.

We can name the recordkeeper and the auditor for large plans, the ones that file a Schedule C or a Schedule H. Smaller plans do not have to report either, so for most 401(k) plans in the country that information is not public anywhere.

The filing reports that employee contributions were not forwarded to the plan on time (line 4a).

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