Assets by plan
Share of aggregate retirement assets
56%top
Sponsor portfolio
DR. K. SAXTON D.O. INC.
EIN 85-2385181Health Care and Social AssistanceLatest filing 2025
Plans
2
Retirement
2
$540K assets
Welfare
0
Participants
6
887 OAK GROVE AVE., SUITE B - MENLO PARK, CA 94025650-850-4264
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $540K assets / 6 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
DR. K. SAXTON D.O. INC. 401(K) PROFIT SHARING PLAN & TRUST
401k
Assets$305K
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002
DR. K. SAXTON D.O. INC. DEFINED BENEFIT PLAN & TRUST
TraditionalDB
Assets$235K
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | DR. K. SAXTON D.O. INC. 401(K) PROFIT SHARING PLAN & TRUST | 401k | $305K | 3 | 2025 | |
| 002 | DR. K. SAXTON D.O. INC. DEFINED BENEFIT PLAN & TRUST | TraditionalDB | $235K | 3 | 2025 |
Retirement plans