What public Form 5500 filings show about the Axios Advisory Group, LLC 401(k) plan — and how to find and check your own account.
Axios Advisory Group, LLC (EIN 25-1722805) reports APB ELITE POOLED EMPLOYER PLAN on its most recent Form 5500, with $30.3M in plan assets across 1,927 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.
See the full Axios Advisory Group, LLC filing — schedules, fees, and providers.
The plan’s recordkeeper — the firm that runs the website and statements where you check your balance, change contributions, and manage your account — is APB RETIREMENT, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Axios Advisory Group, LLC 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): PENSIONMARK FINANCIAL GROUP.
