· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
AXIA ADVISORY CORPORATION — AXIA ADVISORY RETIREMENT PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250602085552NAL0017190688001
AXIA ADVISORY CORPORATION
Form 5500-SF
FILING_RECEIVED
AXIA ADVISORY RETIREMENT PLAN
401(k) retirement plan
Active participants
7
Accounts w/ balance
7
Plan assets (EOY)
$4.8M
Net assets (EOY)
$4.8M
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
AXIA ADVISORY CORPORATION
.
Find decision makers
Plan sponsor
Name
AXIA ADVISORY CORPORATION
EIN
35-1859469
Address
20 E 91ST STREET · SUITE 202 · INDIANAPOLIS, IN · 46240
Phone
(317) 829-5885
Industry
Finance & Insurance
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-06-02
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
3D · Pre-approved plan (master / prototype / VS)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Finance & Insurance plans
MOLLER WEALTH PARTNERS, INC.
MOLLER WEALTH PARTNERS, INC. 401(K) PROFIT SHARING PLAN
$4.8M · 6 participants
THE ADVISORY GROUP OF SAN FRANCISCO, LLC
THE ADVISORY GROUP OF SAN FRANCISCO, LLC 401(K) PLAN
$4.8M · 7 participants
SILVERSMITH MANAGEMENT, LP
SILVERSMITH CAPITAL PARTNERS 401(K) PLAN
$4.8M · 51 participants
CORNERSTONE ADVISORY
CORNERSTONE ADVISORY 401(K) PLAN
$4.8M · 12 participants
GROESBECK INVESTMENT MANAGEMENT
GROESBECK INVESTMENT MANAGEMENT CORP. PROFIT SHARING 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.
3F · Sponsor used leased employees
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
$4.8M · 4 participants
OPUS CAPITAL MANAGEMENT, LLC
OPUS CAPITAL MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN
$4.8M · 5 participants
Large plans in Indiana
ELI LILLY AND COMPANY
LILLY SAVINGS PLAN MASTER TRUST FUND B
$13.5B
ELI LILLY AND COMPANY
THE LILLY EMPLOYEE 401(K) PLAN
$13.1B · 21,803 participants
ELI LILLY AND COMPANY
THE LILLY RETIREMENT PLAN MASTER TRUST
$12.1B
ATH HOLDING COMPANY, LLC
ELEVANCE HEALTH 401(K) PLAN
$12.1B · 71,880 participants
ATH HOLDING COMPANY, LLC
ELEVANCE HEALTH DEFINED CONTRIBUTION MASTER TRUST
$11.9B
ELI LILLY AND COMPANY
THE LILLY RETIREMENT PLAN
$11.8B · 21,629 participants
