Wdp Pooled Employer Plan — Form 5500 plan (Axios Advisory Group, LLC)
Plain-English plan summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Wdp Pooled Employer Plan is a benefit plan reported by Axios Advisory Group, LLC under EIN 25-1722805 and plan number 003. The latest loaded filing year is 2023. The filing reports 1,788 participants and $26,114,246 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Axios Advisory Group, LLC
- EIN
- 25-1722805
- Plan number
- 003
- Plan type
- 3
- Location
- Wexford, PA
- Latest filing year
- 2023
- Participants
- 1,788
- End-of-year plan assets
- $26,114,246
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,788 | H, C | 20250522165815NAL0002377155001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $26,114,246
- Total liabilities (EOY)
- $35,431
- Net assets (EOY)
- $26,078,815
- Net assets (BOY)
- $10,259,613
Income & contributions
- Employer contributions
- $910,675
- Participant contributions
- $3,615,048
- Total contributions
- $7,050,028
- Total income / additions
- $9,859,333
Expenses & distributions
- Benefits paid
- $1,240,882
- Administrative expenses
- $144,821
- Total expenses
- $1,411,576
- Net increase / (decrease)
- $8,447,757
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Pensionmark Financial Group | INVESTMENT ADVISOR | $72,228 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company | RECORDKEEPER | $37,718 | not reported in the loaded dataset | 2023 |
| Axios Advisory Group Ltd | CONTRACT ADMIN | $8,945 | $26,083 | 2023 |
| Cota Street Investment Mangement | INVESTMENT MANAGEMENT | $27,345 | not reported in the loaded dataset | 2023 |
| Benefit Trust Company | INVESTMENT ADVISOR | $2,919 | not reported in the loaded dataset | 2023 |
| Pentegra Services | OTHER | $50 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Axios Advisory Group, LLC
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in Wexford, PA
- Pensionmark Financial Group — Schedule C compensation
- Empower Annuity Insurance Company — Schedule C compensation
- Axios Advisory Group Ltd — Schedule C compensation
- Cota Street Investment Mangement — Schedule C compensation
- Benefit Trust Company — Schedule C compensation
- Pentegra Services — Schedule C compensation