How big is Axelia Partners LLC's plan?

Axelia Partners LLC's plan reported $3.5M in assets and 26 participants for 2022.

Original filing (PDF)20230706150223NAL0020074992001

Axelia Partners LLC

Name: Axelia Partners LLC — Axelia Partners LLC 401(k), Form 5500 (2022)
Creator: Axelia Partners LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Axelia Partners LLC 401(k) Retirement PLA

401(k) retirement plan · Axelia Partners LLC's Axelia Partners LLC 401(k) Retirement PLA held $3.5M in plan assets for 26 participants in 2022.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.5M

Net assets (EOY)

$3.5M

People on this filing

Phyllis Rosenfield signed Axelia Partners LLC's 2022 Form 5500 as plan administrator.

Phyllis Rosenfield — 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

Axelia Partners LLC's EIN is 56-2304340.

EIN 56-2304340

Plan number 001

Plan year 2022

ACK ID 20230706150223NAL0020074992001

Official Form 5500 document

Download the official 2022 Form 5500 (PDF) for Axelia Partners LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2022 Form 5500 (PDF)

Plan features

Axelia Partners LLC's plan includes profit-sharing, a 401(k) feature.

Decision-maker contacts

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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (92nd percentile).

Plan sponsor

Name

AXELIA PARTNERS LLC

EIN

all filings

Address

185 ALEWIFE BROOK PARKWAY · SUITE 210 · CAMBRIDGE, MA · 02138

Phone

(617) 576-2005

Industry

Professional & Technical Services

Plan administrator