The Saxton Group, LLC 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: The Saxton Group, LLC (EIN 640802679)
  • Plan Type: 401(k)
  • Total Participants: 1,963
  • Total Assets: $7.3M
  • Sponsor State: TX

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
20241,963$7.3M$353,790$508,080
2023703$6.7M$305,722$430,824
2022583$5.7M$285,123$403,788

Service Providers

  • COULTER & JUSTUS — Auditor
  • BETTERMENT FOR BUSINESS, LLC — RECORDKEEPER ($44,951)
  • ADMIN. GROUP, LLC DBA TAG RESOURCES — TPA ($8,723)

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