· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
SAXE PINKSTON FINANCIAL GROUP — SAXE PINKSTON RETIREMENT SAVINGS PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250404142230NAL0019626416001
SAXE PINKSTON FINANCIAL GROUP
Form 5500-SF
FILING_RECEIVED
SAXE PINKSTON RETIREMENT SAVINGS PLAN
401(k) retirement plan
Active participants
7
Accounts w/ balance
7
Plan assets (EOY)
$3.4M
Net assets (EOY)
$3.4M
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
SAXE PINKSTON FINANCIAL GROUP
.
Find decision makers
Plan sponsor
Name
SAXE PINKSTON FINANCIAL GROUP
EIN
92-1085278
Address
25 NORTHWEST RIVERSIDE DR SUITE 320 · EVANSVILLE, IN · 47708
Phone
(812) 425-6251
Industry
Insurance Agencies & Brokerages
· Finance & Insurance
see all
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
2025-04-04
Pension benefit codes
2E · Profit-sharing
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2G · Total participant-directed accounts
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
2T · Default investment account (QDIA)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Insurance Agencies & Brokerages plans
CARNAL-ROBERTS AGENCY, INC.
CARNAL-ROBERTS AGENCY, INC. PROFIT SHARING PLAN
$3.4M · 9 participants
SOUTHERN FARMERS CROP INSURANCE, INC.
SOUTHERN FARMERS CROP INSURANCE, INC. DEFINED BENEFIT PENSION PLAN
$3.4M · 4 participants
MIMOSA INSURANCE AGENCY, LLC
MIMOSA INSURANCE AGENCY, LLC SAVINGS RETIREMENT PLAN
$3.4M · 4 participants
RIVERSTONE HEALTH PLAN
RIVERSTONE MEWA HEALTH PLAN
$3.4M
COOK & ASSOCIATES INSURANCE BROKERS INC.
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
COOK & ASSOCIATES INSURANCE BROKERS INC. 401K PLAN
$3.4M · 3 participants
FORMICO INSURANCE AGENCY
FORMICO INSURANCE AGENCY 401(K) PROFIT-SHARING PLAN
$3.4M · 5 participants
Large plans in Indiana
ELI LILLY AND COMPANY
LILLY SAVINGS PLAN MASTER TRUST FUND B
$13.5B
ELI LILLY AND COMPANY
THE LILLY EMPLOYEE 401(K) PLAN
$13.1B · 21,803 participants
ELI LILLY AND COMPANY
THE LILLY RETIREMENT PLAN MASTER TRUST
$12.1B
ATH HOLDING COMPANY, LLC
ELEVANCE HEALTH 401(K) PLAN
$12.1B · 71,880 participants
ATH HOLDING COMPANY, LLC
ELEVANCE HEALTH DEFINED CONTRIBUTION MASTER TRUST
$11.9B
ELI LILLY AND COMPANY
THE LILLY RETIREMENT PLAN
$11.8B · 21,629 participants
