How big is Auxano Advisors, LLC's plan?

Auxano Advisors, LLC's plan reported $3.0M in assets and 13 participants for 2024.

Original filing (PDF)20250516164050NAL0030300768001

Auxano Advisors, LLC

Name: Auxano Advisors, LLC — Auxano Advisors, LLC Cash, Form 5500 (2024)
Creator: Auxano Advisors, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Auxano Advisors, LLC Cash Balance Plan

Defined-benefit pension plan · Auxano Advisors, LLC's Auxano Advisors, LLC Cash Balance Plan held $3.0M in plan assets for 13 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$3.0M

Net assets (EOY)

$3.0M

People on this filing

Peter Cline signed Auxano Advisors, LLC's 2024 Form 5500 as plan administrator.

Peter Cline — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Auxano Advisors, LLC's EIN is 26-1220596.

EIN 26-1220596

Plan number 002

Plan year 2024

ACK ID 20250516164050NAL0030300768001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Auxano Advisors, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Auxano Advisors, LLC's plan includes a defined-benefit pension formula, a cash-balance formula.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for AUXANO ADVISORS, LLC.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score