Original filing (PDF)20250606104230NAL0035133218001

TODD L. SATTLER DBA SATTLER FINANCIAL GROUP

Name: TODD L. SATTLER DBA SATTLER FINANCIAL GROUP — SATTLER FINANCIAL GROUP RETIREMENT PLAN, Form 5500 (2024)
Creator: TODD L. SATTLER DBA SATTLER FINANCIAL GROUP

Form 5500-SF

FILING_RECEIVED

SATTLER FINANCIAL GROUP RETIREMENT PLAN

401(k) retirement plan

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$705K

Net assets (EOY)

$705K

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.
High average account balance (99th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for TODD L. SATTLER DBA SATTLER FINANCIAL GROUP.

Plan sponsor

Name

TODD L. SATTLER DBA SATTLER FINANCIAL GROUP

EIN

20-4205266all filings

Address

28300 KENSINGTON LANE #100 · PERRYSBURG, OH · 43551

Phone

(419) 872-0067

Industry

Finance & Insurancesee all

Plan administrator