Axiom 401(k) Plan
Sponsored by Axiom Healthcare Services, Llc · EIN 753262457 · Plan #002
- Total assets
- $5.5M
- Net assets
- $5.5M
- Active participants
- 903
- With balances
- 1,008
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Wealth Alliance Advisory Group, Llc CRD 290329 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Investments Institutional | Participant loan processing, Recordkeeping fees, Account maintenance fees | $71,415 |
| Wealth Alliance Advisory Group Llc | Investment advisory (plan) | $23,527 |