How big is SAXE Pinkston Financial Group's plan?

SAXE Pinkston Financial Group's plan reported $4.2M in assets and 7 participants for 2025.

Original filing (PDF)20260324080118NAL0003753874001

SAXE Pinkston Financial Group

Name: SAXE Pinkston Financial Group — SAXE Pinkston, Form 5500 (2025)
Creator: SAXE Pinkston Financial Group
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

SAXE Pinkston Retirement Savings Plan

401(k) retirement plan · SAXE Pinkston Financial Group's SAXE Pinkston Retirement Savings Plan held $4.2M in plan assets for 7 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.2M

Net assets (EOY)

$4.2M

People on this filing

Tyler SAXE signed SAXE Pinkston Financial Group's 2025 Form 5500 as plan administrator.

Tyler SAXE — 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

SAXE Pinkston Financial Group's EIN is 92-1085278.

EIN 92-1085278

Plan number 001

Plan year 2025

ACK ID 20260324080118NAL0003753874001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for SAXE Pinkston Financial Group from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

SAXE Pinkston Financial Group's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SAXE PINKSTON FINANCIAL GROUP.

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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