Back to filter
Original filing (PDF)20250408073759NAL0017842529001
AXG ADVISORS, INC.
Form 5500-SF
FILING_RECEIVED
AXG ADVISORS 401(K) PLAN
401(k) retirement plan
Active participants
11
Accounts w/ balance
8
Plan assets (EOY)
$1.9M
Net assets (EOY)
$1.9M
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
100
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for AXG ADVISORS, INC..
Plan sponsor
Name
AXG ADVISORS, INC.
EIN
83-4513950
Address
50 SOUTH 16TH STREET · 17TH FLOOR · PHILADELPHIA, PA · 19102
Phone
(609) 922-3723
Industry
Insurance Agencies & Brokerages· Finance & Insurancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-04-08
Pension benefit codes
2E · Profit-sharing
2J · 401(k) feature
2F · ERISA section 404(c)
2G · Total participant-directed accounts
3D · Pre-approved plan (master / prototype / VS)
2K · 401(m) arrangement
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 providersRelated plans
Similar-size Insurance Agencies & Brokerages plans
AN INSURANCE STORE
AN INSURANCE STORE 401 K PROFIT SHARING PLAN
$1.9M · 9 participants
METROPOLITAN TITLE OF INDIANA, LLC
METROPOLITAN TITLE OF INDIANA, LLC ESCROW 401(K) PLAN
$1.9M · 62 participants
CORNERSTONE INSURANCE SERVICES, LLC
CORNERSTONE INSURANCE SERVICES, LLC RETIREMENT PLAN
$1.9M · 10 participants
SIMON AGENCY NY, INC.
SIMON AGENCY NY, INC. CASH BALANCE PLAN
$1.9M · 34 participants
WHITESIDES & COMPANY
WHITESIDES & COMPANY 401(K) PROFIT SHARING PLAN
$1.9M · 8 participants
TRACI HOLLANDER INSURANCE AGENCY INC.
TRACI HOLLANDER INSURANCE AGENCY INC 401K PLAN
$1.9M · 11 participants
Large plans in Pennsylvania
VANGUARD FIDUCIARY TRUST COMPANY
VANGUARD FIDUCIARY TRUST COMPANY INSTITUTIONAL TOTAL INTERNATIONAL STOCK MARKET INDEX TRUST II
$223.1B
VANGUARD FIDUCIARY TRUST COMPANY
VFTC INSTITUTIONAL 500 INDEX TRUST
$183.5B
VANGUARD FIDUCIARY TRUST COMPANY
VANGUARD FIDUCIARY TRUST COMPANY TARGET RETIREMENT 2035 MASTER TRUST
$116.3B
VANGUARD FIDUCIARY TRUST COMPANY
VANGUARD FIDUCIARY TRUST COMPANY TARGET RETIREMENT 2045 MASTER TRUST
$109.4B
VANGUARD FIDUCIARY TRUST COMPANY
VANGUARD FIDUCIARY TRUST COMPANY TARGET RETIREMENT 2040 MASTER TRUST
$108.2B
VANGUARD FIDUCIARY TRUST COMPANY
VANGUARD FIDUCIARY TRUST COMPANY TARGET RETIREMENT 2030 MASTER TRUST
$106.2B