Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
AXIOS ADVISORY GROUP, LLC
EIN 25-1722805financial servicesLatest filing 2024
Plans
5
Retirement
5
$98.8M assets
Welfare
0
Participants
5,935
115 VIP DRIVE, SUITE 120 - WEXFORD, PA 15090724-935-0100axiosadvisorygroup.comLinkedIn11-50 employeesfinancial services
Retirement portfolio analytics
5 plans aggregated / $98.8M assets / 5,935 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#003
WDP POOLED EMPLOYER PLAN
401k
Assets$60.9M
Participants4,388
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
APB ELITE POOLED EMPLOYER PLAN
401k
Assets$26.5M
Participants1,172
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#004
FREEDOM FIDUCIARIES POOLED EMPLOYER PLAN
401k
Assets$6.9M
Participants351
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
AMERICAN PENSION BENEFITS 401(K) PLAN
401k
Assets$3.7M
Participants14
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#005
MSDC PEP PLAN
401k
Assets$717K
Participants10
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans5
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 003 | WDP POOLED EMPLOYER PLAN | 401k | $60.9M | 4,388 | 2024 | |
| 002 | APB ELITE POOLED EMPLOYER PLAN | 401k | $26.5M | 1,172 | 2024 | |
| 004 | FREEDOM FIDUCIARIES POOLED EMPLOYER PLAN | 401k | $6.9M | 351 | 2024 | |
| 001 | AMERICAN PENSION BENEFITS 401(K) PLAN | 401k | $3.7M | 14 | 2024 | |
| 005 | MSDC PEP PLAN | 401k | $717K | 10 | 2024 |
Retirement plans