Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
SAXTON & STUMP, LLC
EIN 47-3639234legal servicesLatest filing 2025
Plans
3
Retirement
2
$26.6M assets
Welfare
1
$640K premiums
Participants
474
280 GRANITE RUN DR STE 300 - LANCASTER, PA 176016814717-556-1000saxtonstump.comLinkedIn51-200 employeeslegal services
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $26.6M assets / 276 participantsRecordkeeper share
DC plan assets by Schedule C recordkeeper
81%top
- FULTON FINANCIAL ADVISORS81%
- (Not disclosed)19%
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $640K premiums / 261 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Dental$640K
- Vision$640K
- Life$640K
- Short-term disability$640K
- Long-term disability$640K
- Other$640K
Carrier market share
Premium dollars by Schedule A carrier
100%top
- SUN LIFE ASSURANCE COMPANY OF CANADA100%
Broker market share
Schedule A broker compensation
60%top
- BENEFITSDNA LLC60%
- NATIONAL ENROLLMENT PARTNERS LLC40%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
SAXTON & STUMP, LLC 401(K) PROFIT SHARING PLAN
401k
Assets$21.5M
Participants218
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
SAXTON & STUMP, LLC CASH BALANCE PLAN
CashBalance
Assets$5.1M
Participants58
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
SAXTON & STUMP, LLC EMPLOYEE BENEFIT PLAN
Mixed - SUN LIFE ASSURANCE COMPANY OF CANADA
Premiums$640K
Covered lives261
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | SAXTON & STUMP, LLC 401(K) PROFIT SHARING PLAN | 401k | $21.5M | 218 | 2024 | |
| 002 | SAXTON & STUMP, LLC CASH BALANCE PLAN | CashBalance | $5.1M | 58 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | SAXTON & STUMP, LLC EMPLOYEE BENEFIT PLAN | Mixed | SUN LIFE ASSURANCE COMPANY OF CANADA | $640K | 261 | 2025 |
Retirement plans
Welfare plans