Plan Snapshot
- Plan Sponsor: The Saxton Group, LLC
- Sponsor EIN: 640802679
- Sponsor Address: 2288 MONITOR STREET, DALLAS, TX, 75207
- Plan Type: 401(k)
- Total Participants: 1,963
- Total Assets: $7.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 1,963 | $7.3M | $353,790 | $508,080 |
| 2023 | 703 | $6.7M | $305,722 | $430,824 |
| 2022 | 583 | $5.7M | $285,123 | $403,788 |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| COULTER & JUSTUS | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $53,675 | $9,915 | — | — | — |
| 2023 | $55,967 | — | — | — | — |
| 2022 | $53,370 | — | $53,370 | — | — |