Original filing (PDF)20230706150223NAL0020074992001

AXELIA PARTNERS LLC

Name: AXELIA PARTNERS LLC — AXELIA PARTNERS LLC 401(K) RETIREMENT PLA, Form 5500 (2022)
Creator: AXELIA PARTNERS LLC

Form 5500-SF

FILING_RECEIVED

AXELIA PARTNERS LLC 401(K) RETIREMENT PLA

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.5M

Net assets (EOY)

$3.5M

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for AXELIA PARTNERS LLC.

Plan sponsor

Name

AXELIA PARTNERS LLC

EIN

56-2304340

Address

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

Phone

(617) 576-2005

Industry

Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2022

Plan year begin

2022-01-01

Tax period

2022-12-31

Filed

2023-07-06

Pension benefit codes

3D · Pre-approved plan (master / prototype / VS)

2G · Total participant-directed accounts

2E · Profit-sharing

2J · 401(k) feature

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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