How big is AXIA Wealth Management, Inc.'s plan?

AXIA Wealth Management, Inc.'s plan reported $169K in assets and 3 participants for 2024.

Original filing (PDF)20250507075254NAL0010603169001

AXIA Wealth Management, Inc.

Name: AXIA Wealth Management, Inc. — AXIA Wealth, Form 5500 (2024)
Creator: AXIA Wealth Management, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

AXIA Wealth Management, Inc. 401(k) Plan

401(k) retirement plan · AXIA Wealth Management, Inc.'s AXIA Wealth Management, Inc. 401(k) Plan held $169K in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$169K

Net assets (EOY)

$169K

Plan identifiers

AXIA Wealth Management, Inc.'s EIN is 26-2647954.

EIN 26-2647954

Plan number 001

Plan year 2024

ACK ID 20250507075254NAL0010603169001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for AXIA Wealth Management, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

AXIA Wealth Management, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for AXIA WEALTH MANAGEMENT, INC..

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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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score