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Axio Group US Services Inc., 401(k) Plan

Joc Group Inc., Newark NJ. Employer ID 043531217, plan number 002. Annual reports on file for 2013 to 2014.

Where the money went

  1. Filed 2013-2014Axio Group US Services Inc., 401(k) Plan, Joc Group Inc.
  2. 2015Plan renumbered or taken over by a new sponsor to Axio Group US Services Inc., 401(k) Plan
  3. 2017Plan renumbered or taken over by a new sponsor to Risi, Inc. 401(k) Plan
  4. 2018Assets transferred to Euromoney Institutional Investor Savings & Investment Plan
  5. TodayEuromoney Institutional Investor Savings & Investment Plan still files. Fidelity Investments Institutional keeps the records. That is where to ask.

Records are kept by Fidelity Investments Institutional, per the 2024 filing.

Left in 2014? Worth asking about employer money

  • In plan year 2014, active participants fell from 260 to 133 (49%), and 28 people left before they were fully vested. When a plan loses about 20% or more of its participants in a year, the IRS presumes a partial plan termination (Revenue Ruling 2007-43). Everyone who left in that period must then be fully vested in the employer's contributions. Filing

This is a reason to ask the plan, not a finding. The plan decides, and it may show the drop was routine.

Check my years

Worked here?

Check your years. We show whether the plan merged or moved money while you were there, and draft the letter to the plan that holds it now.

Check my years

Events in the filings

No unusual events.

People in the plan

"Left, still in the plan" counts people who left the employer but still have a benefit in the plan, as reported by the plan.

Plan yearParticipantsLeft, still in the planSource
201327818Filing
2014260127Filing

Source: U.S. Department of Labor Form 5500 filings. Plan-level facts only; no one's balance. Information only, not legal advice.