How big is Saxon Partners LLC's plan?

Saxon Partners LLC's plan reported $3.5M in assets and 12 participants for 2025.

Original filing (PDF)20260427115836NAL0004820083001

Saxon Partners LLC

Name: Saxon Partners LLC — Saxon Partners LLC 401(k), Form 5500 (2025)
Creator: Saxon Partners LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Saxon Partners LLC 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Saxon Partners LLC's Saxon Partners LLC 401(k) Profit Sharing Plan & Trust held $3.5M in plan assets for 12 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.5M

Net assets (EOY)

$3.5M

Plan identifiers

Saxon Partners LLC's EIN is 26-1498082.

EIN 26-1498082

Plan number 001

Plan year 2025

ACK ID 20260427115836NAL0004820083001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Saxon Partners LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Saxon Partners LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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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