# Sagacity Media, INC. 401(k) Plan
Source: https://planprovider.pro/companies/sagacity-media-inc-401k-plan

> Sagacity Media, INC.'s 401(k) plan: 43 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Sagacity Media, INC.

- **Sponsor EIN:** 562373819

- **Sponsor Address:** 329 NE COUCH STREET, PORTLAND, OR, 97232

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

- **Total Participants:** 43

- **Total Assets:** $4.4M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **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|43|$4.4M|$71,403|$276,041|

| 2023|56|$5.2M|$73,507|$279,306|

| 2022|75|$5.1M|$86,806|$323,663|

## 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|

| RESOURCES INVESTMENT ADVISORS, INC.|CONSULTANT|$14,998|—|$14,998|

| VISSE & COMPANY CPAS|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [RESOURCES INVESTMENT ADVISORS, INC.](https://planprovider.pro/provider/epic-retirement-plan-services) — CONSULTANT

- [VISSE & COMPANY CPAS](https://planprovider.pro/provider/visse-and-company) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $14,998

- **Estimated Expense Ratio:** 0.342% of plan assets

### 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|$16,617|$14,998|—|—|—|

| 2023|$17,520|$15,945|—|—|—|

| 2022|$17,245|—|—|—|—|

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