How big is SAX, Inc.'s plan?

SAX, Inc.'s plan reported $1.4M in assets and 35 participants for 2024.

Original filing (PDF)20250410130412NAL0024232001001

SAX, Inc.

Name: SAX, Inc. — SAX, Inc. 401(k) Plan, Form 5500 (2024)
Creator: SAX, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

SAX, Inc. 401(k) Plan

401(k) retirement plan · SAX, Inc.'s SAX, Inc. 401(k) Plan held $1.4M in plan assets for 35 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.4M

Net assets (EOY)

$1.4M

People on this filing

Robert Hanson signed SAX, Inc.'s 2024 Form 5500 as plan administrator.

Robert Hanson — 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

SAX, Inc.'s EIN is 81-0386044.

EIN 81-0386044

Plan number 001

Plan year 2024

ACK ID 20250410130412NAL0024232001001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for SAX, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

SAX, Inc.'s plan includes profit-sharing, 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 SAX, INC..

Finding similar companies…

Plan health score

Above-average plan

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

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (12th percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Plan sponsor

Name

SAX, INC.

EIN

all filings

Address

P. O. BOX 50189 · BILLINGS, MT · 59105

Phone

(406) 245-0756

Industry

Retail Trade

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-04-10

Pension benefit codes

2E · Profit-sharing

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Retail Trade plans

Steadmans Hardware, Inc.

Steadmans Hardware, Inc. 401(k) Plan & Trust

$1.4M · 28 participants

St. Helen Auto and Hardware Inc.

Kabat Retirement Plan

$1.4M · 74 participants

Russell Hardware Company

Russell Hardware Co. Employees' Savings & Investment Plan and Trust

$1.4M · 17 participants

Oregon Wholesale Hardware, Inc.

Oregon Wholesale Hardware, Inc. 401(k) Profit Sharing Plan

$1.4M · 12 participants

Becker Hardware, Inc.

Becker Hardware, Inc. Simple 401(k) Plan

Researching more plans? Run a Form 5500 lookup by company name, EIN, or plan name.