# Axia Financial, LLC 401(k) Plan
Source: https://planprovider.pro/companies/axia-financial-llc-401k-plan

> Axia Financial, LLC's 401(k) plan: 0 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Axia Financial, LLC

- **Sponsor EIN:** 260455770

- **Sponsor Address:** 3009 112TH AVE. N.E., SUITE 200, BELLEVUE, WA, 98004

- **Plan Type:** 401(k)

- **Total Participants:** 0

- **Total Assets:** $0

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** Yes

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2025|0|$0|$0|$0|

| 2024|53|$8.2M|$4,583|$750,949|

| 2023|243|$15.8M|$341|$1.3M|

| 2022|338|$15.6M|$344,771|$2.2M|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| COHNREZNICK LLP|Auditor|—|—|$0|

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $0

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2025|$21,328|—|$21,328|—|—|

| 2024|$75,469|—|$75,469|—|—|

| 2023|$23,776|—|$23,776|—|—|

| 2022|$8,941|—|$8,941|—|—|

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