Original filing (PDF)20251009212837NAL0004208163001

JAMES F. SEXTON AND ASSOCIATES, LTD.

Name: JAMES F. SEXTON AND ASSOCIATES, LTD. — JAMES F. SEXTON AND ASSOCIATES, LTD. DEFINED BENEFIT PLAN, Form 5500 (2024)
Creator: JAMES F. SEXTON AND ASSOCIATES, LTD.

Form 5500-SF

FILING_RECEIVED

JAMES F. SEXTON AND ASSOCIATES, LTD. DEFINED BENEFIT PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$2.9M

Net assets (EOY)

$2.9M

Plan health score

/ 100

Grade A

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for JAMES F. SEXTON AND ASSOCIATES, LTD..

Plan sponsor

Name

JAMES F. SEXTON AND ASSOCIATES, LTD.