How big is Saxony Partners LLC's plan?

Saxony Partners LLC's plan reported $3.4M in assets and 57 participants for 2023.

Original filing (PDF)20240626163043NAL0009577857001

Saxony Partners LLC

Name: Saxony Partners LLC — Saxony Partners LLC 401(k) P/S, Form 5500 (2023)
Creator: Saxony Partners LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Saxony Partners LLC 401(k) P/S Plan

401(k) retirement plan · Saxony Partners LLC's Saxony Partners LLC 401(k) P/S Plan held $3.4M in plan assets for 57 participants in 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.4M

Net assets (EOY)

$3.4M

People on this filing

JEFF Wilson signed Saxony Partners LLC's 2023 Form 5500 as plan administrator.

JEFF Wilson — 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

Saxony Partners LLC's EIN is 45-0727713.

EIN 45-0727713

Plan number 001

Plan year 2023

ACK ID 20240626163043NAL0009577857001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Saxony Partners LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Saxony Partners LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SAXONY PARTNERS 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