How big is Audax Advisors LLC's plan?

Audax Advisors LLC's plan reported $38K in assets and 3 participants for 2025.

Original filing (PDF)20260505220757NAL0001046387037

Audax Advisors LLC

Name: Audax Advisors LLC — Audax Advisors 401(k) Plan, Form 5500 (2025)
Creator: Audax Advisors LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Audax Advisors 401(k) Plan

401(k) retirement plan · Audax Advisors LLC's Audax Advisors 401(k) Plan held $38K in plan assets for 3 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$38K

Net assets (EOY)

$38K

Plan identifiers

Audax Advisors LLC's EIN is 88-2977149.

EIN 88-2977149

Plan number 001

Plan year 2025

ACK ID 20260505220757NAL0001046387037

Official Form 5500 document

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

Download the official 2025 Form 5500 (PDF)

Plan features

Audax Advisors 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 AUDAX ADVISORS 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