Search public Form 5500 filings

Filters & tools • active

Investigation panel

Clear
What are you searching?

Narrow to one kind of record, or search everything.

Financial profile

Only plans that report Schedule H/I financials or Schedule C provider pay.

Plan size

Filter plans by reported participant count or end-of-year assets.

Location
Filing identifiers

Jump to an exact sponsor (EIN) or plan number.

Sort

Companies

Plans

  • planWdp Pooled Employer PlanFinancial statementProvider compensation2023 filing
    $26.1Mreported assets (EOY)
    Sponsor: Axios Advisory Group, LLCEIN: 25-1722805Plan: 003Participants: 1,788Assets: $26,114,246Net assets: $26.1MAssets / participant: $14.6KLocation: Wexford, PALatest: 2023
    View financial statement
  • planApb Elite Pooled Employer PlanFinancial statementProvider compensation2023 filing
    $19.6Mreported assets (EOY)
    Sponsor: Axios Advisory Group, LLCEIN: 25-1722805Plan: 002Participants: 817Assets: $19,622,657Net assets: $19.6MAssets / participant: $24KLocation: Wexford, PALatest: 2023
    View financial statement
  • planFreedom Fiduciaries Pooled Employer PlanFinancial statement2023 filing
    $1.5Mreported assets (EOY)
    Sponsor: Axios Advisory Group, LLCEIN: 25-1722805Plan: 004Participants: 0Assets: $1,483,024Net assets: $1.5MLocation: Wexford, PALatest: 2023
    View financial statement
  • planMsdc Pep PlanFinancial statement2023 filing
    $408.4Kreported assets (EOY)
    Sponsor: Axios Advisory Group, LLCEIN: 25-1722805Plan: 005Participants: 0Assets: $408,362Net assets: $408.4KLocation: Wexford, PALatest: 2023
    View financial statement

Service providers

Filings