Plan Ledger DOL Form 5500 · updated monthly

The Saxton Group, LLC401(k)

THE SAXTON GROUP 401(K) PLAN · DALLAS, TX · plan year 2024

Reported admin expense ratio · 2024
0.77%

Peer grade: C · admin costs + employer contributions vs same-size plans · how grading works

The Saxton Group, LLC reported $53,675 in plan administrative expenses for 2024: 0.77% of average plan assets, above the peer median. Employer contributions averaged $180 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 2 years on file its reported administrative ratio fell from 0.85% to 0.77%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other accommodation & food services employers. By assets it is among the smaller plans on file in Texas (3,540th of 5,688), and the 712th of 2,240 in accommodation & food services. In 2024, employees put in $1.44 for every $1.00 the employer contributed; active participation has grown from 583 to 1,963 since 2022.

Plan summary
Net assets, end of year$7,320,341
Participants with balances266
Active participants1,963
Employer contributions$353,790
Employee contributions$508,080
Employer contribution per active participant$180
Average account balance$27,520
Benefits paid to participants$1,056,866
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$7.3M · 266 accts · $354K emplr
2023$6.7M · 230 accts · $306K emplr
2022$5.7M · 220 accts · $285K emplr
Administrative expenses, itemized · 2024
Investment management$9,915
Total administrative$53,675
The The Saxton Group, LLC 401(k) match · 2024
Employer contribution per active participant$180
Median for plans this size$1,313
2024$180 per active participant
2023$435 per active participant
2022$489 per active participant

The Saxton Group, LLC's 2024 employer contribution ran below the $1,313 median for plans its size, in the bottom quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20242
ADMIN. GROUP, LLC DBA TAG RESOURCES · Recordkeeping · Loan processing$8,723
BETTERMENT FOR BUSINESS, LLC · Investment advisory (plan)$44,951

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Recordkeeper by year2
2024ADMIN. GROUP, LLC DBA TAG RESOURCES
2023ADMIN. GROUP, LLC DBA TAG RESOURCES, Betterment

This plan has changed recordkeepers within these filings. If you left The Saxton Group, LLC before a switch, your account may sit at the earlier firm or in a rollover IRA. Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$53,675 · 0.77%
2023$55,967 · 0.90%
2022$53,370 · 0.85%
Same employer
Similar plansAccommodation & Food Services · Texas
Sscp Management, Inc. TX$7.7M · 0.57%
Pronto Management, LLC TX$7.5M · 0.41%
Hhg Companies, Inc. TX$7.5M · 0.32%
Zaza Hospitality LLC TX$7.1M · 0.12%
Cbc Restaurant Corp TX$6.9M · 0.64%

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Source: U.S. Department of Labor, Form 5500 series, EIN 640802679 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.