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Benefits Intelligence/Broker Directory/Texas

Roxy Dodd Garton

Paint Rock, TX

Roxy Dodd Garton of Paint Rock, TX is the broker of record on 7 Form 5500 Schedule A filings covering 2 employer benefit plans, with $14,380 in reported broker commissions (plan year 2024).

Employer clients
2
distinct plan sponsors
Schedule A filings
7
States served
1
Reported commissions
$14,380
plan year 2024
Reported fees
$380

Quick answer

Roxy Dodd Garton (Paint Rock, TX) is the broker of record for 2 employer benefit plan sponsors on 7 Form 5500 Schedule A filings, plan year 2024.

How many employer clients does Roxy Dodd Garton have?
Roxy Dodd Garton is named as broker on Form 5500 Schedule A filings for 2 distinct plan sponsors.
Who are Roxy Dodd Garton's largest employer clients?
By plan participants, the largest include Rwls, LLC (138 participants) and First Basin Credit Union (92 participants).
How much does Roxy Dodd Garton earn in commissions?
Insurers reported $14,380 in broker commissions and $380 in fees paid to Roxy Dodd Garton for plan year 2024, per Schedule A Part 1.
Where is Roxy Dodd Garton located?
Roxy Dodd Garton is based in Paint Rock, TX.

Source: Fundz verified event record.

Employer clients

Plan sponsors naming Roxy Dodd Garton on a Form 5500 Schedule A, largest first. Sponsor name, state, participant count and plan year end come directly from the filing.

EmployerStateParticipantsPlan year end
Rwls, LLCTX1382022-11-30
First Basin Credit UnionTX922024-12-31

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Form 5500 Schedule A Part 1 (broker of record), 2024 to 2025 plan years. Source: U.S. Department of Labor EFAST2. Commission and fee figures are as reported by the plan's insurer on Schedule A Part 1 and are not adjusted.