Plan Snapshot
- Plan Sponsor: Saxby & Co.
- Sponsor EIN: 811252521
- Sponsor Address: 2917 SCHUBBA COURT, RALEIGH, NC, 27614
- Plan Type: 401(k)
- Total Participants: 2
- Total Assets: $758,072
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
| 2025 | 2 | $758,072 | $0 | $0 |
| 2024 | 2 | $784,006 | $0 | $0 |
| 2023 | 2 | $947,109 | $0 | $0 |
| 2022 | 3 | $363,173 | $0 | $0 |