Axios Advisory Group 401(k) match, vesting and fees
What Axios Advisory Group's 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Empower Annuity Insurance Company | Schedule C ↗ |
| Independent auditor | Kimberlin Company, LLC, PLLC (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
| Late participant contributions | Reported on the filing | Schedule H ↗ |
How the plan compares
Plan year 2024 medians for 673 defined-contribution plans in finance and insurance with 1,000 to 4,999 participants.
| Axios Advisory Group: employer contribution per participant | $1,175 | |
| Peer median | $2,966 |
| Axios Advisory Group: average balance | $28,168 | |
| Peer median | $104,792 |
| Axios Advisory Group: admin expenses ÷ assets | 0.90% | |
| Peer median | 0.10% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $10.3M at the end of plan year 2022 to $60.7M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 4,388 | $60.7M | $2.5M | $1,175 | 0.90% | Not published | Form 5500 ↗ |
| 2023 | 2,589 | $26.1M | $911K | $834 | 0.80% | Not published | Form 5500 ↗ |
| 2022 | 597 | $10.3M | $68K | $199 | 0.10% | Not published | Form 5500 ↗ |
Other Axios Advisory Group plans (4)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Apb Elite Pooled Employer Plan
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Apb Retirement | Schedule C ↗ |
| Independent auditor | Mcgill Power Bell & Associates LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
| Late participant contributions | Reported on the filing | Schedule H ↗ |
Freedom Fiduciaries Pooled Employer Plan
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
| Late participant contributions | Reported on the filing | Schedule I ↗ |
American Pension Benefits 401(k) Plan
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
Msdc Pep Plan
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
Common questions
Does Axios Advisory Group match 401(k) contributions?
The match terms for the Wdp Pooled Employer Plan have not been published from its filing yet. The plan year 2024 filing reports $2.5M in employer contributions, about $1,175 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Axios Advisory Group 401(k) match vested?
The vesting schedule for the Wdp Pooled Employer Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Axios Advisory Group 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Empower Annuity Insurance Company. The plan administrator is Axios Advisory Group, LLC.
I left Axios Advisory Group. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Axios Advisory Group, LLC, (724) 935-0100) or the recordkeeper, Empower Annuity Insurance Company. The Axios Advisory Group old 401(k) page lists the contacts from every plan filing. Find an old Axios Advisory Group 401(k)
Data from the public Form 5500 annual reports Axios Advisory Group filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Axios Advisory Group. Not financial advice. Report a correction · Methodology