How big is Axberg Wealth Management, LLC's plan?

Axberg Wealth Management, LLC's plan reported $176K in assets and 5 participants for 2024.

Original filing (PDF)20250512134211NAL0037982066001

Axberg Wealth Management, LLC

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

Form 5500-SF

FILING_RECEIVED

Axberg Wealth Management, LLC 401(k) Plan

401(k) retirement plan · Axberg Wealth Management, LLC's Axberg Wealth Management, LLC 401(k) Plan held $176K in plan assets for 5 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$176K

Net assets (EOY)

$176K

People on this filing

Paul Axberg signed Axberg Wealth Management, LLC's 2024 Form 5500 as plan administrator.

Paul Axberg — 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

Axberg Wealth Management, LLC's EIN is 45-4528737.

EIN 45-4528737

Plan number 001

Plan year 2024

ACK ID 20250512134211NAL0037982066001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Axberg Wealth Management, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for AXBERG WEALTH MANAGEMENT, 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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score