Original filing (PDF)20251008091606NAL0012997890001

SAUL WEALTH ADVISORS INC.

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

Form 5500-SF

FILING_RECEIVED

SAUL WEALTH ADVISORS INC. RETIREMENT PLAN

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$20K

Net assets (EOY)

$20K

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

Helping the score

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

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, UNIT 3203 · MIAMI, FL · 33137

Phone

(212) 457-1990

Industry

Retail Tradesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

003

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-08

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

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

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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