Assets by plan
Share of aggregate retirement assets
Filings through .
Saxton & Stump, LLC
EIN 47-3639234legal servicesLatest filing 2025
Plans
3
Retirement
2
$33.2M assets
Health & Benefits
1
$640K premiums
Participants
467
280 GRANITE RUN DRIVE, STE. 300 - LANCASTER, PA 17601717-556-1000saxtonstump.comLinkedIn51-200 employeeslegal services
Plans on this EIN
3 filingsHealth & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
Retirement portfolio analytics
2 plans aggregated / $33.2M assets / 269 participants
Recordkeeper share
DC plan assets by Schedule C recordkeeper
- FULTON BANK, N.A.$27.7M
- (Not disclosed)$5.5M
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $640K premiums / 261 covered lives
Coverage 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
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Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#001
SAXTON & STUMP, LLC 401(K) PROFIT SHARING PLAN
401(k)
Assets$27.7M
Participants217
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#002
SAXTON & STUMP, LLC CASH BALANCE PLAN
Cash balance
Assets$5.5M
Participants52
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501
SAXTON & STUMP, LLC EMPLOYEE BENEFIT PLAN
Mixed - SUN LIFE ASSURANCE COMPANY OF CANADA
Premiums$640K
Covered lives261
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | SAXTON & STUMP, LLC 401(K) PROFIT SHARING PLAN | 401(k) | $27.7M | 217 | 2025 |
| #002 | SAXTON & STUMP, LLC CASH BALANCE PLAN | Cash balance | $5.5M | 52 | 2025 |
- #001 · 401(k) · 2025217
- #002 · Cash balance · 202552
Health & Benefits plans
1 plan on this EIN
| 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 |
- #501 · Mixed · SUN LIFE ASSURANCE COMPANY OF CANADA · 2025261
Retirement plans
Health & Benefits plans