Original filing (PDF)20260413173717NAL0018433424001

SAX Certified Public Accounting PC

Name: SAX Certified Public Accounting PC — SAX Certified, Form 5500 (2025)
Creator: SAX Certified Public Accounting PC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

SAX Certified Public Accounting PC 401(k) Plan

401(k) retirement plan · SAX Certified Public Accounting PC's SAX Certified Public Accounting PC 401(k) Plan held $429K in plan assets for 4 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$429K

Net assets (EOY)

$429K

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 (94th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SAX CERTIFIED PUBLIC ACCOUNTING PC.

Plan sponsor

Name

SAX CERTIFIED PUBLIC ACCOUNTING PC

EIN

27-4092578all filings

Address

2315 MCDONALD AVE #109 · MISSOULA, MT · 59801

Phone

(406) 550-1051

Industry

CPA Offices· Professional & Technical Services

Plan administrator