· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
THE SAWYER GROUP, INC. — THE SAWYER GROUP, INC. CASH BALANCE PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20251008151938NAL0003107203001
THE SAWYER GROUP, INC.
Form 5500-SF
FILING_RECEIVED
THE SAWYER GROUP, INC. CASH BALANCE PLAN
Defined-benefit pension plan
Active participants
12
Accounts w/ balance
—
Plan assets (EOY)
$3.3M
Net assets (EOY)
$3.3M
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
THE SAWYER GROUP, INC.
.
Find decision makers
Plan sponsor
Name
THE SAWYER GROUP, INC.
EIN
26-3417799
Address
100 PAINTERS MILL ROAD, SUITE 420 · OWINGS MILLS, MD · 21117
Phone
(410) 356-0329
Industry
CPA Offices
· Professional & Technical Services
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-08
Pension benefit codes
1A · Pay-related DB formula
1B · Flat-dollar DB formula
1C · Cash balance or similar hybrid DB
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size CPA Offices plans
LAWRENCE P. NEAL CPA & ASSOCIATES, P.C.
LAWRENCE P. NEAL CPA & ASSOCIATES, P.C. PROFIT SHARING PLAN
$3.3M · 1 participants
EC BARRETT, LLC
EC BARRETT, LLC 401K PLAN
$3.3M · 10 participants
MCG CPA, LLC
MILLER CONSULTING GROUP, LLC EMPLOYEES' RETIREMENT PLAN
$3.3M · 7 participants
KORNFELD AND ASSOCIATES, CPAS
KORNFELD AND ASSOCIATES, CPAS 401(K) RETIREMENT SAVINGS PLAN
$3.3M · 9 participants
SHIMANUKI & MATSUMURA, CPAS, INC.
SHIMANUKI & MATSUMURA, CPAS, INC. 401(K) PROFIT SHARING PLAN
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
$3.3M · 9 participants
HILLAS NOCERA BUICK, LLP
HILLAS NOCERA BUICK LLP 401(K) PLAN
$3.3M · 13 participants
Large plans in Maryland
LOCKHEED MARTIN CORPORATION
LMC DEFINED CONTRIBUTION MASTER TRUST
$56.1B
LOCKHEED MARTIN CORPORATION
LOCKHEED MARTIN CORPORATION SALARIED SAVINGS PLAN
$51.4B · 94,445 participants
T. ROWE PRICE TRUST COMPANY
T. ROWE PRICE INSTITUTIONAL COMMON TRUST FUND, T. ROWE PRICE GROWTH STOCK TRUST
$36.0B
T. ROWE PRICE TRUST COMPANY
T.ROWE PRICE STRATEGIC COMMON TRUST FUND, T.ROWE PRICE RETIREMENT 2040 TRUST
$35.2B
T. ROWE PRICE TRUST COMPANY
T.ROWE PRICE STRATEGIC COMMON TRUST FUND, T.ROWE PRICE RETIREMENT 2030 TRUST
$35.0B
T. ROWE PRICE TRUST COMPANY
T.ROWE PRICE STRATEGIC COMMON TRUST FUND, T.ROWE PRICE U.S. VALUE EQUITY TRUST
$32.2B