How big is AXIS Strategic Partners LLC's plan?

AXIS Strategic Partners LLC's plan reported $192K in assets and 3 participants for 2025.

Original filing (PDF)20260504220523NAL0000326753090

AXIS Strategic Partners LLC

Name: AXIS Strategic Partners LLC — AXIS Strategic, Form 5500 (2025)
Creator: AXIS Strategic Partners LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

AXIS Strategic Partners 401(k) Plan

401(k) retirement plan · AXIS Strategic Partners LLC's AXIS Strategic Partners 401(k) Plan held $192K in plan assets for 3 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$192K

Net assets (EOY)

$192K

People on this filing

Elantha Barry signed AXIS Strategic Partners LLC's 2025 Form 5500 as plan administrator.

Elantha Barry — 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

AXIS Strategic Partners LLC's EIN is 85-1170892.

EIN 85-1170892

Plan number 001

Plan year 2025

ACK ID 20260504220523NAL0000326753090

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for AXIS Strategic Partners LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

AXIS Strategic Partners LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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