Robin Handlovic signed Axios Advisory Group, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Axios Advisory Group, LLC's EIN is 25-1722805.
Download the official 2024 Form 5500 (PDF) for Axios Advisory Group, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Axios Advisory Group, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| APB RETIREMENT | 25-1722805 | WEXFORD, PA | TPA RECORDKEEPER | $106K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PENSIONMARK FINANCIAL GROUP | 61-1758632 | SANTA BARBARA, CA | INVESTMENT ADVISOR | $133K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| [Assets held in registered investment companies (mutual funds)] | Other | — | — | $25.9M | 97.5% | |
| WEALTHPATH SMART RISK AGGRESSIVE ALTA TRUST COMPANY · EIN 81-2752913 / PN 001 | Common Collective Trust | — | — | $4.2M | 15.9% | |
| WEALTHPATH SMART RISK CONSVERATIVE ALTA TRUST COMPANY · EIN 81-2856710 / PN 001 | Common Collective Trust | — | — | $1.3M | 4.7% | |
| WEALTHPATH SMART RISK MODERATE ALTA TRUST COMPANY · EIN 81-2877419 / PN 001 | Common Collective Trust | — | — | $722K | 2.7% | |
| LARGE CAP GROWTH FUND II FEE CLASS WILMINGTON TRUST, N.A. · EIN 38-4139848 / PN 626 | Common Collective Trust | — | — | $623K | 2.3% | |
| WEALTHPATH SMART RISK GROWTH ALTA TRUST COMPANY · EIN 81-2787171 / PN 001 | Common Collective Trust | — | — | $578K | 2.2% | |
| LARGE CAP VALUE FUND R1 WILMINGTON TRUST, N.A. · EIN 38-4065329 / PN 426 | Common Collective Trust | — | — | $358K | 1.4% | |
| BLACKROCK EQUITY INDEX FUND CI 1 WILMINGTON TRUST, N.A. · EIN 20-3802168 / PN 001 | Common Collective Trust | — | — | $254K | 1.0% | |
| FLEXPATH STABLE VALUE FUND CI R1 WILMINGTON TRUST, N.A. · EIN 85-4031707 / PN 653 | Common Collective Trust | — | — | $201K | 0.8% | |
| BLACKROCK EAFE EQUITY INDEX FUND CL WILMINGTON TRUST, N.A. · EIN 20-3802495 / PN 007 | Common Collective Trust | — | — | $120K | 0.5% | |
| WEALTHPATH SMART RISK BALANCED ALTA TRUST COMPANY · EIN 81-2820802 / PN 001 | Common Collective Trust | — | — | $103K | 0.4% | |
| INTERNATIONAL EQUITY FUND FEE CLASS WILMINGTON TRUST, N.A. · EIN 38-4139853 / PN 631 | Common Collective Trust | — | — | $53K | 0.2% | |
| BLACKROCK US DEBT INDEX FUND CI 1 WILMINGTON TRUST, N.A. · EIN 20-3802445 / PN 010 | Common Collective Trust | — | — | $22K | <0.1% | |
| CORE BOND FUND CL R1 WILMINGTON TRUST, N.A. · EIN 82-1986152 / PN 589 | Common Collective Trust | — | — | $16K | <0.1% | |
| MID CAP VALUE FUND FEE CI R1 WILMINGTON TRUST, N.A. · EIN 38-4139852 / PN 630 | Common Collective Trust | — | — | $13K | <0.1% | |
| SMALL CAP GROWTH FUND CL R1 WILMINGTON TRUST, N.A. · EIN 38-4097324 / PN 487 | Common Collective Trust | — | — | $9K | <0.1% |
