2023 Form 5500 filing — Auxo Investment Partners, LLC 401(K) Retirement Plan
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240930152738NAL0003365155002) for Auxo Investment Partners, LLC 401(K) Retirement Plan, reported by Auxo Investment Partners, LLC under EIN 81-3994795 and plan number 001. It reports 140 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240930152738NAL0003365155002
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Auxo Investment Partners, LLC
- EIN
- 81-3994795
- Plan number
- 001
- Location
- Grand Rapids, MI
- Participants
- 140
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $17,438,434
- Net assets (EOY)
- $17,438,434
- Employer contributions
- $1,084,192
- Participant contributions
- $1,400,872
- Total income / additions
- $5,080,288
- Benefits paid
- $4,560,483
- Administrative expenses
- $87,580
- Total expenses
- $4,648,063
- Net increase / (decrease)
- $432,225
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Transamerica Retirement Solutions | RECORDKEEPER | $44,471 | $0 |
| Strategies Wealth Advisors LLC | ADVISORY | $40,895 | not reported in the loaded dataset |