How big is SL Sachs Financial Services Ltd.'s plan?

SL Sachs Financial Services Ltd.'s plan reported $1.6M in assets and 2 participants for 2025.

Original filing (PDF)20260513155408NAL0006413059001

SL Sachs Financial Services Ltd.

Name: SL Sachs Financial Services Ltd. — SL Sachs Financia, Form 5500 (2025)
Creator: SL Sachs Financial Services Ltd.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

SL Sachs Financial Services Ltd. Retirement Plan

401(k) retirement plan · SL Sachs Financial Services Ltd.'s SL Sachs Financial Services Ltd. Retirement Plan held $1.6M in plan assets for 2 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.6M

Net assets (EOY)

$1.6M

People on this filing

Stacy Sachs signed SL Sachs Financial Services Ltd.'s 2025 Form 5500 as plan administrator.

Stacy Sachs — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

SL Sachs Financial Services Ltd.'s EIN is 20-5566440.

EIN 20-5566440

Plan number 001

Plan year 2025

ACK ID 20260513155408NAL0006413059001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for SL Sachs Financial Services Ltd. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

SL Sachs Financial Services Ltd.'s plan includes profit-sharing, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SL SACHS FINANCIAL SERVICES LTD..

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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