# The Saxton Group, LLC 401(k) Plan
Source: https://planprovider.pro/companies/the-saxton-group-llc-401k-plan

> The Saxton Group, LLC's 401(k) plan: 1,963 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

| BETTERMENT FOR BUSINESS, LLC|RECORDKEEPER|$44,951|—|$44,951|

| ADMIN. GROUP, LLC DBA TAG RESOURCES|TPA|$8,723|—|$8,723|

| COULTER & JUSTUS|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [BETTERMENT FOR BUSINESS, LLC](https://planprovider.pro/provider/betterment-llc) — RECORDKEEPER

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $53,674

- **Estimated Expense Ratio:** 0.733% of plan assets

### 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|—|—|

## Similar Plans

- [Bill Miller Bar-B-Q Enterprises, LLC](https://planprovider.pro/companies/bill-miller-bar-b-q-enterprises-ltd-401k-plan) — 1,909 participants

- [And Go Concepts, LLC](https://planprovider.pro/companies/and-go-concepts-llc-401k-plan) — 1,503 participants

- [Tasty Hut, LLC](https://planprovider.pro/companies/tasty-hut-llc-401k-plan) — 1,405 participants

- [Pei Wei Asian Diner, LLC](https://planprovider.pro/companies/pei-wei-asian-diner-llc-401k-plan) — 1,392 participants

- [Success Foods Management Group LLC](https://planprovider.pro/companies/success-foods-management-group-llc-401k-plan) — 2,822 participants

- [Southern Multifoods, LLC](https://planprovider.pro/companies/southern-multifoods-inc-401k-plan) — 969 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/the-saxton-group-llc-401k-plan)

© 2026 PlanProvider.Pro