How big is Sachs SAX Caplan, P.L.'s plan?

Sachs SAX Caplan, P.L.'s plan reported $16.0M in assets and 46 participants for 2024.

Original filing (PDF)20250627065812NAL0005197715001

Sachs SAX Caplan, P.L.

Name: Sachs SAX Caplan, P.L. — Sachs SAX Caplan, P.L., Form 5500 (2024)
Creator: Sachs SAX Caplan, P.L.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Sachs SAX Caplan, P.L. 401(k) Plan

401(k) retirement plan · Sachs SAX Caplan, P.L.'s Sachs SAX Caplan, P.L. 401(k) Plan held $16.0M in plan assets for 46 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$16.0M

Net assets (EOY)

$16.0M

People on this filing

Fred Feulner signed Sachs SAX Caplan, P.L.'s 2024 Form 5500 as plan administrator.

Fred Feulner — 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

Sachs SAX Caplan, P.L.'s EIN is 26-2950872.

EIN 26-2950872

Plan number 004

Plan year 2024

ACK ID 20250627065812NAL0005197715001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Sachs SAX Caplan, P.L. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Sachs SAX Caplan, P.L.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SACHS SAX CAPLAN, P.L..

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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