Original filing (PDF)20250401171238NAL0008271745001

SAX CERTIFIED PUBLIC ACCOUNTING PC

Name: SAX CERTIFIED PUBLIC ACCOUNTING PC — SAX CERTIFIED PUBLIC ACCOUNTING PC 401(K) PLAN, Form 5500 (2024)
Creator: SAX CERTIFIED PUBLIC ACCOUNTING PC

Form 5500-SF

FILING_RECEIVED

SAX CERTIFIED PUBLIC ACCOUNTING PC 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$293K

Net assets (EOY)

$293K

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 (87th 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 Servicessee all

Plan administrator