Original filing (PDF)20260519110458NAL0000676915001

Paul D. Sakson Associates, Inc.

Name: Paul D. Sakson Associates, Inc. — Paul D. Sakson, Form 5500 (2025)
Creator: Paul D. Sakson Associates, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Paul D. Sakson Associates 401(k) Plan

401(k) retirement plan · Paul D. Sakson Associates, Inc.'s Paul D. Sakson Associates 401(k) Plan held $2.3M in plan assets for 2 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.3M

Net assets (EOY)

$2.3M

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 (90th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (97th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for PAUL D. SAKSON ASSOCIATES, INC..

Plan sponsor

Name

PAUL D. SAKSON ASSOCIATES, INC.

EIN

22-3555896all filings

Address

79 HOSFORD AVENUE · LEONARDO, NJ · 07737

Phone

(732) 230-7510

Industry