How big is Saxon LLC's plan?

Saxon LLC's plan reported $870K in assets and 3 participants for 2024.

Original filing (PDF)20250711181046NAL0017977090001

Saxon LLC

Name: Saxon LLC — Saxon LLC EPSP 401(k), Form 5500 (2024)
Creator: Saxon LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Saxon LLC EPSP 401(k)

401(k) retirement plan · Saxon LLC's Saxon LLC EPSP 401(k) held $870K in plan assets for 3 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$870K

Net assets (EOY)

$870K

People on this filing

Matthew Pedersen signed Saxon LLC's 2024 Form 5500 as plan administrator.

Matthew Pedersen — 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

Saxon LLC's EIN is 81-1550261.

EIN 81-1550261

Plan number 001

Plan year 2024

ACK ID 20250711181046NAL0017977090001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Saxon LLC's plan includes profit-sharing, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SAXON 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 average account balance (98th percentile).

Plan sponsor

Name

SAXON LLC

EIN

all filings

Address

558 4TH AVE SW · VALLEY CITY, ND · 580723911

Phone

(701) 238-2095

Industry

Real Estate

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

2025-07-11

Pension benefit codes

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

2G · Total participant-directed accounts

2R · Participant-directed brokerage (SDBA)

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

3B · Covers self-employed individuals

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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