Plan Snapshot
- Plan Sponsor: Axios Advisory Group, LLC
- Sponsor EIN: 251722805
- Sponsor Address: 115 VIP DRIVE, WEXFORD, PA, 15090
- Plan Type: 401(k)
- Total Participants: 3,990
- Total Assets: $60.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 3,990 | $60.9M | $2.5M | $6.9M |
| 2023 | 2,429 | $26.1M | $910,675 | $3.6M |
| 2022 | 566 | $9.8M | $68,000 | $389,259 |
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 |
|---|---|---|---|---|
| WORLD INVESTMENT ADVISORS LLC | INVESTMENT ADVISOR | $183,228 | — | $183,228 |
| EMPOWER ANNUITY INSURANCE COMPANY | RECORDKEEPER | $107,947 | — | $107,947 |
| AXIOS ADVISORY GROUP LTD | CONTRACT ADMIN | $32,670 | $48,168 | $80,838 |
| COTA STREET INVESTMENT MANGEMENT | INVESTMENT MANAGEMENT | $65,265 | — | $65,265 |
| KIMBERLIN COMPANY, LLC, PLLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- KIMBERLIN COMPANY, LLC, PLLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $437,278
- Estimated Expense Ratio: 0.718% of plan assets
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 |
|---|---|---|---|---|---|
| 2024 | $391,114 | — | $391,114 | — | — |
| 2023 | $144,821 | — | $144,821 | — | — |
| 2022 | $796,106 | — | $4,964 | — | — |