Original filing (PDF)20250327131630NAL0012379731001

3 AXIS ADVISORS

Name: 3 AXIS ADVISORS — 3 AXIS ADVISORS SOCA BENEFIT PLAN, Form 5500 (2023)
Creator: 3 AXIS ADVISORS

Form 5500-SF

FILING_RECEIVED

3 AXIS ADVISORS SOCA BENEFIT PLAN

Health & welfare plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$2K

Net assets (EOY)

$545

Plan health score (directional)

Limited public data — directional only

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 35% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

n/a

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for 3 AXIS ADVISORS.

Plan sponsor

Name

3 AXIS ADVISORS

EIN

82-5461195all filings

Address

5500 ANNE LANE · DAYTON, OH · 45459

Phone

(937) 422-2024

Industry

Other Services (ex. Public Admin)see all

Plan administrator

Name

MATT APPENZELLER

EIN

47-1277622

City

CINCINNATI, OH

Phone

(513) 452-5103

Plan characteristics

Plan number

501

Plan year

2023

Plan year begin

2023-09-01

Tax period

2024-08-31

Filed

2025-03-27

Welfare benefit codes

4A · Health (other than dental or vision)

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

Related plans

Similar-size Other Services (ex. Public Admin) plans

PRETTY PETUNIA WAXING LLC

PRETTY PETUNIA WAXING LLC 401(K) PLAN

$2K · 6 participants

LASH LAB INC

LASH LAB INC 401(K) PLAN

$2K · 7 participants

URBAN DOLLZ

URBAN DOLLZ 401(K) PLAN

$2K · 5 participants

TROPICAL GODDESS SALON LLC

$2K · 1 participants

HAIR ARTISTS INC

HAIR ARTISTS INC SOCA BENEFIT PLAN

$2K · 6 participants

Researching more plans? Run a look up another company's Form 5500 by company name, EIN, or plan name.