Plan Ledger DOL Form 5500 · updated monthly

Axios Advisory Group, LLC401(k)

WDP POOLED EMPLOYER PLAN · WEXFORD, PA · plan year 2024

Reported admin expense ratio · 2024
0.90%

Peer grade: D · admin costs + employer contributions vs same-size plans · how grading works

Axios Advisory Group, LLC reported $391,114 in plan administrative expenses for 2024: 0.90% of average plan assets, higher than ~90% of peers. Employer contributions averaged $635 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 1 year on file its reported administrative ratio rose from 0.80% to 0.90%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other finance & insurance employers. By assets it is the 679th-largest of 3,651 plans among Pennsylvania employers on file, and the 1,442nd of 4,798 in finance & insurance. In 2024, employees put in $2.71 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$60,730,667
Participants with balances2,156
Active participants3,990
Employer contributions$2,532,478
Employee contributions$6,872,495
Employer contribution per active participant$635
Average account balance$28,168
Benefits paid to participants$6,130,158
Plan auditUnmodified (clean) audit opinion
AuditorKIMBERLIN COMPANY, LLC, PLLC
Plan history2
Yearassets · accounts · employer contribution
2024$60.7M · 2,156 accts · $2.5M emplr
2023$26.1M · 1,092 accts · $911K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$391,114
Total administrative$391,114
The Axios Advisory Group, LLC 401(k) match · 2024
Employer contribution per active participant$635
Median for plans this size$2,416
2024$635 per active participant
2023$375 per active participant

Axios Advisory Group, LLC's 2024 employer contribution ran below the $2,416 median for plans its size, in the bottom quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20245
WORLD INVESTMENT ADVISORS LLC · Investment advisory (plan)$183,228
COTA STREET INVESTMENT MANGEMENT · Investment management$65,265
AXIOS ADVISORY GROUP LTD · Contract administrator$32,670
BENEFIT TRUST COMPANY · Investment advisory (plan)$4,290

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Recordkeeper by year2
2024APB RETIREMENT
2023APB RETIREMENT

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Administrative cost history2
2024$391,114 · 0.90%
2023$144,821 · 0.80%
All plans at this employer2
APB ELITE POOLED EMPLOYER PLAN401(k)
WDP POOLED EMPLOYER PLAN401(k)
Similar plansFinance & Insurance · Pennsylvania
The Haverford Trust Company PA$73.2M · 0.04%
Nsm Insurance Group, LLC PA$60.0M · 0.29%
William a Graham Company PA$58.4M · 0.15%

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Source: U.S. Department of Labor, Form 5500 series, EIN 251722805 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.