# Saga Innovations 401(k) Plan
Source: https://planprovider.pro/companies/saga-innovations-401k-plan

> Saga Innovations's 401(k) plan: 134 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Saga Innovations

- **Sponsor EIN:** 472168942

- **Sponsor Address:** 13 HICKORY HILL LANE, FRAMINGHAM, MA, 01702

- **Plan Type:** 401(k)

- **Total Participants:** 134

- **Total Assets:** $3.2M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **Participant Loans:** No

- **Participant-Directed Investments:** Yes

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|134|$3.2M|$238,641|$776,118|

| 2023|172|$1.9M|$198,681|$647,282|

| 2022|151|$859,468|$65,913|$412,324|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| ALEXANDER & WILLIAMS LLC.|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [ALEXANDER & WILLIAMS LLC.](https://planprovider.pro/provider/alexander-and-williams-llc) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $0

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2024|$22,727|$242|—|—|—|

| 2023|$15,283|$28|—|—|—|

| 2022|$6,446|—|—|—|—|

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