Axia Financial 401(k) Plan
Sponsored by Axia Financial, Llc · EIN 260455770 · Plan #001
- Total assets
- $8.2M
- Net assets
- $8.2M
- Active participants
- 53
- With balances
- 189
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 |
|---|---|---|
| Voya Retirement Insurance | Investment advisory (participants) | $4,533 |
| Wells Fargo Clearing Services, Llc | Other fees | $0 |
| Hunnex And Shoemaker, Inc. | Other services | $0 |