SAX WEALTH ADVISORS
Aggregated across all Schedule C name variants below. DOL truncates provider names to 35 chars, so the same legal entity is filed under multiple spellings.
Plans served
11
Active participants
895,432
Total plan assets
$6.9B
Filings (rows)
11
Direct comp
$99K
Indirect comp
$35K
SERVICES PROVIDED
Other7
Advisor / Consultant4
Top plans served
All 11 plans| Sponsor / Plan | Location | Service | Participants | Assets | Direct comp |
|---|---|---|---|---|---|
| PAYCHEX RETIREMENT LLC PAYCHEX POOLED EMPLOYER 401(K) PLAN | ROCHESTER, NY | Advisor / Consultant INVESTMENT ADVISORY (PART | 621,703 | $1.8B | $5K |
| ARNOLD & PORTER KAYE SCHOLER LLP ARNOLD & PORTER PROFIT-SHARING AND 401(K) PLAN AND TRUST | WASHINGTON, DC | Other NONE | 1,788 | $1.6B | $14K |
| ARNOLD & PORTER KAYE SCHOLER LLP ARNOLD & PORTER KAYE SCHOLER LLP PROFIT-SHARING AND 401(K) PLAN AND TRUST | WASHINGTON, DC | Other NONE | 1,805 | $1.3B | $12K |
| ARNOLD & PORTER KAYE SCHOLER LLP ARNOLD & PORTER KAYE SCHOLER LLP PROFIT-SHARING AND 401(K) PLAN AND TRUST | WASHINGTON, DC | Other NONE | 1,768 | $1.1B | $12K |
| PRINCIPAL LIFE INSURANCE COMPANY PRINCIPAL EASE 401(K) PLAN | DES MOINES, IA | Advisor / Consultant INVESTMENT ADVISORY | 161,040 | $650.9M | $13K |
| PRINCIPAL LIFE INSURANCE COMPANY PRINCIPAL EASE 401(K) PLAN | DES MOINES, IA | Advisor / Consultant INVESTMENT ADVISORY | 106,368 | $384.2M | $10K |
| SOUTH JERSEY GLASS CO, INC. SOUTH JERSEY GLASS CO, INC. 401(K) PLAN | VINELAND, NJ | Other INVESTMENT SERVICES | 162 | $12.6M | $0 |
| CAMBRIDGE PAVERS INC. CAMBRIDGE PAVERS INC. 401(K) PLAN | LYNDHURST, NJ | Other NONE | 229 | $5.8M | $16K |
| AWARE RECOVERY CARE, INC. AWARE RECOVERY CARE 401(K) SAVINGS PLAN | WALLINGFORD, CT | Other SERVICE PROVIDER | 428 | $3.0M | $0 |
| PACKAGING DISTRIBUTION RESOURCES LLC P.D.R. 401(K) PLAN | EDISON, NJ | Other NONE | 141 | $3.0M | $10K |
| GEORGE BENDER INCORPORATED GEORGE BENDER INCORPORATED 401K PROFIT SHARING PLAN & TRUST | UNION, NJ | Advisor / Consultant FINANCIAL ADVISOR | 0 | $0 | $7K |