How big is 3 AXIS Advisors' plan?

3 AXIS Advisors' plan reported $2K in assets and 4 participants for 2023.

Original filing (PDF)20250327131630NAL0012379731001

3 AXIS Advisors

Name: 3 AXIS Advisors — 3 AXIS Advisors SOCA Benefit Plan, Form 5500 (2023)
Creator: 3 AXIS Advisors
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

3 AXIS Advisors SOCA Benefit Plan

Health & welfare plan · 3 AXIS Advisors' 3 AXIS Advisors SOCA Benefit Plan held $2K in plan assets for 4 participants in 2023.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$2K

Net assets (EOY)

$545

People on this filing

Matt Appenzeller signed 3 AXIS Advisors' 2023 Form 5500 as plan administrator.

Matt Appenzeller — 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

3 AXIS Advisors' EIN is 82-5461195.

EIN 82-5461195

Plan number 501

Plan year 2023

ACK ID 20250327131630NAL0012379731001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for 3 AXIS Advisors from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

3 AXIS Advisors' plan includes health coverage.

Decision-maker contacts

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

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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