Matthew Heston signed The Saxton Group, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
The Saxton Group, LLC's EIN is 64-0802679.
Download the official 2024 Form 5500 (PDF) for The Saxton Group, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)The Saxton Group, LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BETTERMENT FOR BUSINESS, LLC | 47-4872674 | NEW YORK, NY | RECORDKEEPER | $45K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADMIN. GROUP, LLC DBA TAG RESOURCES | 62-1874769 | — | TPA | $9K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Total Stock Market ETF (1) | Mutual Funds | — | — | $2.1M | 29.2% | |
| Vanguard FTSE Developed Markets (1) | Mutual Funds | — | — | $1.8M | 24.2% | |
| SPDR Portfolio S&P 500 ETF (1) | Common Collective Trusts | — | — | $1.1M | 14.8% | |
| Vanguard Large-Cap ETF - DNQ (1) 105 Vanguard FTSE Emerging Markets (1) | Mutual Funds | — | — | $629K | 8.6% | |
| SPDR Portfolio S&P 400 Mid Cap (1) | Other securities | — | — | $454K | 6.2% | |
| iShares Core Total US Bond Market ETF (1) | Other securities | — | — | $428K | 5.9% | |
| SPDR Portfolio S&P 600 Small Cap ETF (1) | Other securities | — | — | $324K | 4.4% | |
| Vanguard Total International Bond ETF (1) | Mutual Funds | — | — | $105K | 1.4% | |
| iShares Emerging Markets USD Bond ETF (1) | Other securities | — | — | $96K | 1.3% | |
| Vanguard US Total Bond Market ETF (1) | Mutual Funds | — | — | $48K | 0.7% | |
| Goldman Sachs ActiveBeta US Large Cap Equity (1) | Other securities | — | — | $25K | 0.3% | |
| Vanguard Value ETF (1) | Mutual Funds | — | — | $23K | 0.3% | |
| iShares Fallen Angels USD Bond ETF (1) | Other securities | — | — | $14K | 0.2% | |
| iShares 1-5 Year Investment Grade Corporate Bond ETF (1) | Other securities | — | — | $12K | 0.2% | |
| iShares Broad USD High Yield Corporate Bond ETF (1) | Other securities | — | — | $11K | 0.1% | |
| iShares Treasury Floating Rate Bond ETF (1) | Bonds / Notes | — | — | $9K | 0.1% | |
| iShares 0-5 Year TIPS Bond ETF (1) | Other securities | — | — | $8K | 0.1% | |
| Goldman Sachs Access U.S. Aggregate Bond ETF (1) | Other securities | — | — | $7K | 0.1% | |
| iShares 1-3 Year Treasury Bond ETF (1) | U.S. Treasuries | — | — | $7K | <0.1% | |
| iShares 0-5 Year High Yield Corporate Bond ETF (1) | Other securities | — | — | $6K | <0.1% | |
| Goldman Sachs Access Investment Grade Corporate Bond ETF (1) | Other securities | — | — | $6K | <0.1% | |
| Goldman Sachs ActiveBeta International Equity (1) | Other securities | — | — | $6K | <0.1% | |
| iShares 10+ Year Investment Grade Corporate Bond ETF (1) | Other securities | — | — | $6K | <0.1% | |
| Vanguard Short-Term Inflation-Protected Securities ETF (1) | Mutual Funds | — | — | $6K | <0.1% | |
| iShares Core S&P Total U.S. Stock Market ETF (1) 209 JPMorgan Ultra-Short Income (1) | Other securities | — | — | $5K | <0.1% | |
| iShares High Yield Systematic Bond ETF (1) | Other securities | — | — | $5K | <0.1% | |
| iShares J.P. Morgan EM High Yield Bond ETF (1) | Other securities | — | — | $5K | <0.1% | |
| iShares 20 Year Tresury Bond (1) | Other securities | — | — | $4K | <0.1% | |
| iShares Floating Rate Bond ETF (1) | Bonds / Notes | — | — | $4K | <0.1% | |
| Goldman Sachs ActiveBeta Europe Equity (1) | Other securities | — | — | $3K | <0.1% | |
| Vanguard Long Term Governement Bond (1) | U.S. Treasuries | — | — | $3K | <0.1% | |
| iShares MBS (1) | Other securities | — | — | $3K | <0.1% | |
| Schwab U.S. Mid-Cap ETF (1) 1 iShares Short-Term Treasury Bond ETF (1) | U.S. Treasuries | — | — | $2K | <0.1% | |
| Goldman Sachs ActiveBeta Emerging Markets Equity (1) | Other securities | — | — | $2K | <0.1% | |
| SPDR S&P Kensho New Economies Composite ETF (1) | Other securities | — | — | $2K | <0.1% | |
| Goldman Sachs Access Inflation Protected USD Bond ETF (1) | Other securities | — | — | $2K | <0.1% | |
| Goldman Sachs ActiveBeta Japan Equity (1) | Other securities | — | — | $2K | <0.1% | |
| Goldman Sachs TreasuryAccess 01 Year ETF (1) | Other securities | — | — | $1K | <0.1% | |
| Goldman Sachs ActiveBeta US Small Cap Equity ETF (1) | Other securities | — | — | $1K | <0.1% | |
| Goldman Sachs Access Emerging Markets USD Bond ETF (1) | Other securities | — | — | $1K | <0.1% | |
| Goldman Sachs High Yield Corporate Bond ETF (1) | Other securities | — | — | $1K | <0.1% | |
| iShares Flexible Income Active ETF (1) | Other securities | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
