# Axios Advisory Group, LLC 401(k) Plan
Source: https://planprovider.pro/companies/axios-advisory-group-llc-401k-plan

> Axios Advisory Group, LLC's 401(k) plan: 3,990 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/kimberlin-company-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|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/axios-advisory-group-llc-401k-plan)

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