Sponsor portfolio
AXIO WEALTH MANAGEMENT, INC.
EIN 84-3971875Finance and InsuranceLatest filing 2025
Plans
1
Retirement
1
$185K assets
Welfare
0
Participants
3
101 TRADE ZONE DRIVE, SUITE 20A - WEST COLUMBIA, SC 29170803-764-0803
Plans on this EIN
1 filingPlan deep-dives
Open the plan detail for the full per-plan analytics: fees vs peers, audit grade, asset trajectory, contribution flow, Schedule C providers, and more.Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | AXIO WEALTH MANAGEMENT, INC. 401(K) PLAN | 401k | $185K | 3 | 2025 |
Retirement plans