The Saxton Group, Llc 401(k) Plan: Login, Facts & Contact Information

The Saxton Group, Llc 401(k) Plan Facts

Plan name
THE SAXTON GROUP 401(K) PLAN
Plan type
401(k) with employer contributions and profit sharing
Plan sponsor
THE SAXTON GROUP, LLC
Participants
805 (1,963 active employees)
Former employees with a balance
93
Plan assets
$7,320,341 at Dec 31, 2024
Average account balance
$27,520 across 266 accounts
Employer contributions
$353,790 in plan year 2024 (41% of all contributions)
Recordkeeper
Betterment For Business, Llc
Plan year
Jan 1, 2024 – Dec 31, 2024
Plan established
Mar 1, 2002
Employer contributions Automatic enrollment Default investment for undecided participants Participants choose their own investments Self-directed brokerage window Profit sharing Company stock (ESOP)

Source: Form 5500 for plan year 2024 (Jan 1, 2024 – Dec 31, 2024), filed Aug 20, 2025. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2024

  • $861,870 went into the plan in contributions, $353,790 of it from the employer (41%).
  • $1.06 million was paid out to participants.
  • Investment and other income added $890,332.
  • Administrative expenses were $53,675, about $202 per account.

How the The Saxton Group, Llc 401(k) changed, 20192024

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
2019923$4.99 million$246,367$976,106
2020945$5.80 million$250,910$432,928
2021888$6.79 million$274,810$569,225
2022840$5.70 million$285,123$738,843
2023839$6.68 million$305,722$629,438
2024805$7.32 million$353,790$1.06 million

The Saxton Group, Llc 401(k) Contact Information

Phone
214-373-3400
Mailing address
2288 MONITOR STREET, DALLAS TX 75207
Plan sponsor
THE SAXTON GROUP, LLC
Employer identification number (EIN)
64-0802679
Plan number
001

Questions about the The Saxton Group, Llc 401(k)

Does The Saxton Group, Llc contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement. In plan year 2024 the employer contributed $353,790, 41% of all contributions.

Does the The Saxton Group, Llc 401(k) have automatic enrollment?

No. The plan does not report automatic enrollment; employees enroll themselves.

How many people are in the The Saxton Group, Llc 401(k) plan?

805 participants at the start of plan year 2024, 1,963 of them active employees, and 93 former employees who still had money in the plan.

What is the average 401(k) balance at The Saxton Group, Llc?

About $27,520 per account: $7.32 million in plan assets across 266 accounts with a balance at the end of plan year 2024.

Who manages the The Saxton Group, Llc 401(k) accounts?

BETTERMENT FOR BUSINESS, LLC is the plan's recordkeeper, which is where participants log in to see their balance.

I no longer work at The Saxton Group, Llc. How do I access my 401(k)?

Your account stays with BETTERMENT FOR BUSINESS, LLC after you leave, so you can log in with the same credentials. If your balance was small, the plan may have rolled it into an IRA in your name. If you can't find it, Beagle can locate it for you.

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