Original filing (PDF)20250718151117NAL0002870256001

THE SAXTON GROUPS LLC

Name: THE SAXTON GROUPS LLC — THE SAXTON GROUPS LLC 401(K) PLAN, Form 5500 (2024)
Creator: THE SAXTON GROUPS LLC

Form 5500-SF

FILING_RECEIVED

THE SAXTON GROUPS LLC 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$76K

Net assets (EOY)

$76K

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for THE SAXTON GROUPS LLC.

Plan sponsor

Name

THE SAXTON GROUPS LLC

EIN

11-3786587all filings

Address

42266 WATERFRONT WAY · PUNTA GORDA, FL · 33982

Phone

(239) 785-3307

Industry

Insurance Agencies & Brokerages· Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-18

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Insurance Agencies & Brokerages plans

SHEMTOV TITLE LLC

SHEMTOV TITLE LLC 401(K) PLAN

$76K · 6 participants

ADVANCED ADVISOR MARKETING

ADVANCED ADVISOR MARKETING 401(K) PLAN

$76K · 3 participants

SEIBERT INSURANCE AND FINANCIAL SERVICES

SEIBERT INSURANCE AND FINANCIAL SERVICES 401K PLAN

$76K · 5 participants

PARTNERS INSURANCE & PAYROLL LLC

$76K · 2 participants

BRIAN WILSON INSURANCE AGENCY INC

BRIAN WILSON INSURANCE AGENCY 401(K) PLAN

Researching more plans? Run a Form 5500 lookup by company name, EIN, or plan name.