How big is George Sexton Associates, LLC's plan?

George Sexton Associates, LLC's plan reported $3.9M in assets and 13 participants for 2024.

Original filing (PDF)20250812153217NAL0008119553001

George Sexton Associates, LLC

Name: George Sexton Associates, LLC — George Sexton, Form 5500 (2024)
Creator: George Sexton Associates, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

George Sexton Associates, LLC 401(k) Plan

401(k) retirement plan · George Sexton Associates, LLC's George Sexton Associates, LLC 401(k) Plan held $3.9M in plan assets for 13 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.9M

Net assets (EOY)

$3.9M

People on this filing

Daniel Ianni signed George Sexton Associates, LLC's 2024 Form 5500 as plan administrator.

Daniel Ianni — 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

George Sexton Associates, LLC's EIN is 35-2537164.

EIN 35-2537164

Plan number 001

Plan year 2024

ACK ID 20250812153217NAL0008119553001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for George Sexton Associates, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

George Sexton Associates, LLC'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 GEORGE SEXTON ASSOCIATES, LLC.

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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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (94th percentile).

Plan sponsor

Name

GEORGE SEXTON ASSOCIATES, LLC

EIN

all filings

Address

2121 WISCONSIN AVE NW · SUITE 220 · WASHINGTON, DC · 20007

Phone

(202) 337-1903

Industry

Professional & Technical Services

Plan administrator