# Sax LLP
Source: https://planprovider.pro/provider/sax-llp

> Founded in 2012, Sax LLP works with businesses across the New York–New Jersey metro area from its headquarters in Clifton, New Jersey. The firm provides audi…

Employee Benefit Plan Auditor

Clifton, NJ

## About Sax LLP

<p>Founded in 2012, Sax LLP works with businesses across the New York–New Jersey metro area from its headquarters in Clifton, New Jersey.</p>

<p>The firm provides audit, accounting, tax, and advisory work, with audit support available for employers that sponsor retirement plans. Sponsor teams can contact the Clifton office at 973.472.6250 for help with audit-related questions and planning.</p>

<p>One differentiator is its combination of audit and advisory resources in one firm, which can be helpful for organizations that want practical input alongside required assurance work.</p>

<p>Key services include:</p>
<ul>
<li>Retirement plan audit support from <a href="/auditors/401k">401(k) auditors</a></li>
<li>Financial statement audits</li>
<li>Tax services</li>
<li>Business advisory services</li>
<li>Point of contact: auditor Jennifer Moroz</li>
</ul>

Website: [https://www.saxadvisorygroup.com/](https://www.saxadvisorygroup.com/)

Founded: 2012

## Office Locations

- Clifton, NJ (Headquarters)

## Accreditations & Certifications

- AICPA EBPAQC

- AICPA Member

## Audit Statistics (2024)

- Total Plans Audited: 26

- Total AUM Audited: $970.3M

- 401(k): 26 plans, $970.3M AUM

## Plans Serviced (2025)

Largest plans where this firm is listed as a service provider (Schedule C) or IQPA (Schedule H) on the most recent filings (From Form 5500).

| Plan|Sponsor|Assets|Participants|

| CRESTRON ELECTRONICS INC. RETIREMENT PLAN|
CRESTRON ELECTRONICS, INC, NJ|
$275M|
1,465|

| CARE ONE MANAGEMENT 401(K) PLAN|
CARE ONE MANAGEMENT, LLC, NJ|
$119M|
3,558|

| ORACLE FINANCIAL SERVICES SOFTWARE INC. 401(K) PROFIT SHARING PLAN|
ORACLE FINANCIAL SERVICES SOFTWARE, INC., NJ|
$91M|
295|

| HEALTHBRIDGE MANAGEMENT 401(K) PLAN|
CARE ONE MANAGEMENT, LLC, NJ|
$85M|
3,304|

| SIA PARTNERS US, INC. 401K PLAN|
SIA PARTNERS US, INC., NY|
$56M|
547|

| 401(k) Retirement Plan|
Healthcare Sponsor, NJ|
$45M|
130|

| 401(k) Retirement Plan|
Manufacturing Sponsor, NJ|
$43M|
534|

| 401(k) Retirement Plan|
Professional Services Sponsor, NJ|
$39M|
933|

| 401(k) Retirement Plan|
Technology Sponsor, NJ|
$37M|
207|

### 
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