How big is AXIS Wealth Partners, LLC's plan?

AXIS Wealth Partners, LLC's plan reported $1.3M in assets and 8 participants for 2025.

Original filing (PDF)20260512190603NAL0008868896001

AXIS Wealth Partners, LLC

Name: AXIS Wealth Partners, LLC — AXIS Wealth Partners, Form 5500 (2025)
Creator: AXIS Wealth Partners, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

AXIS Wealth Partners, LLC 401(k) Plan

401(k) retirement plan · AXIS Wealth Partners, LLC's AXIS Wealth Partners, LLC 401(k) Plan held $1.3M in plan assets for 8 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.3M

Net assets (EOY)

$1.3M

People on this filing

Daniel DA Ponte signed AXIS Wealth Partners, LLC's 2025 Form 5500 as plan administrator.

Daniel DA Ponte — 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

AXIS Wealth Partners, LLC's EIN is 46-2038888.

EIN 46-2038888

Plan number 001

Plan year 2025

ACK ID 20260512190603NAL0008868896001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for AXIS Wealth Partners, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for AXIS WEALTH PARTNERS, 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