AUMdb

Apb Elite Pooled Employer Plan

Sponsored by Axios Advisory Group, Llc · EIN 251722805 · Plan #002

Total assets
$26.5M
Net assets
$26.5M
Active participants
1,019
With balances
814

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

No linked investment advisers.

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Pensionmark Financial Group Investment advisory (participants), Investment advisory (plan), Investment management fees (direct) $132,557
Apb Retirement Contract administrator, Plan administrator, Recordkeeping $106,001