· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
AUXANO ADVISORS, LLC — AUXANO ADVISORS, LLC CASH BALANCE PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250516164050NAL0030300768001
AUXANO ADVISORS, LLC
Form 5500-SF
FILING_RECEIVED
AUXANO ADVISORS, LLC CASH BALANCE PLAN
Defined-benefit pension plan
Active participants
13
Accounts w/ balance
—
Plan assets (EOY)
$3.0M
Net assets (EOY)
$3.0M
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
AUXANO ADVISORS, LLC
.
Find decision makers
Plan sponsor
Name
AUXANO ADVISORS, LLC
EIN
26-1220596
Address
10900 NE 4TH STREET · SUITE 1950 · BELLEVUE, WA · 980048363
Phone
(425) 889-1261
Industry
Finance & Insurance
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-05-16
Pension benefit codes
1A · Pay-related DB formula
1C · Cash balance or similar hybrid DB
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Finance & Insurance plans
CHRISTOPHER L. WILLIS
CHRISTOPHER L. WILLIS PROFIT SHARING PLAN
$3.0M · 4 participants
INVESTMENT MANAGEMENT CONSULTANTS, INC.
INVESTMENT MANAGEMENT CONSULTANTS, INC. 401(K) PROFIT SHARING PLAN
$3.0M · 11 participants
NP2022 HOLDINGS, LLC
NP2022 HOLDINGS, LLC 401(K) PLAN
$3.0M · 20 participants
ELD ASSOCIATES, LLC
ELD ASSOCIATES, LLC 401(K) PLAN
$3.0M · 17 participants
LFG CAPITAL PARTNERS LLC
LFG CAPITAL PARTNERS LLC 401(K) PLAN
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
$3.0M · 5 participants
VIASOURCE FUNDING GROUP, LLC
VIASOURCE FUNDING GROUP, LLC 401(K) PROFIT SHARING PLAN
$3.0M · 9 participants
Large plans in Washington
THE BOEING CO. AND CONSOLIDATED SUBSIDIARIES
THE BOEING COMPANY 401(K) RETIREMENT PLAN
$73.9B · 143,146 participants
THE BOEING CO. AND CONSOLIDATED SUBSIDIARIES
THE BOEING COMPANY EMPLOYEE SAVINGS PLANS MASTER TRUST INVESTMENT ACCOUNT
$73.5B
MICROSOFT CORPORATION
MICROSOFT CORPORATION SAVINGS PLUS 401K PLAN
$65.6B · 123,878 participants
WESTERN CONFERENCE OF TEAMSTERS PENSION TRUST FUND BOARD OF TRUSTEES
WESTERN CONFERENCE OF TEAMSTERS PENSION PLAN
$56.4B · 231,353 participants
THE BOEING CO. AND CONSOLIDATED SUBSIDIARIES
THE BOEING COMPANY EMPLOYEE RETIREMENT PLANS MASTER TRUST
$46.2B
COSTCO WHOLESALE CORPORATION
COSTCO 401K RETIREMENT PLAN
$41.0B · 212,976 participants
