Original filing (PDF)20251009141305NAL0011110512001

SAUL WEALTH ADVISORS, INC.

Name: SAUL WEALTH ADVISORS, INC. — SAUL WEALTH ADVISORS, INC. CASH BALANCE PENSION PLAN, Form 5500 (2024)
Creator: SAUL WEALTH ADVISORS, INC.

Form 5500-SF

FILING_RECEIVED

SAUL WEALTH ADVISORS, INC. CASH BALANCE PENSION PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$123K

Net assets (EOY)

$123K

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

Knocking points off

Plan is frozen (1I) — no new benefit accrual.

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SAUL WEALTH ADVISORS, INC..

Plan sponsor

Name

SAUL WEALTH ADVISORS, INC.

EIN

87-4249984

Address

700 NE 26TH TERRACE · MIAMI, FL · 33137

Phone

(212) 457-1990

Industry

Retail Tradesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-09

Pension benefit codes

1C · Cash balance or similar hybrid DB

1B · Flat-dollar DB formula

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

1I · Frozen plan — no new benefit accrual

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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