# Sage Hospitality Resources, LLC 401(k) Plan
Source: https://planprovider.pro/companies/sage-hospitality-resources-llc-401k-plan

> Sage Hospitality Resources, LLC's 401(k) plan: 6,053 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Sage Hospitality Resources, LLC

- **Sponsor EIN:** 841273343

- **Sponsor Address:** 1809 BLAKE ST. STE 200, DENVER, CO, 80202

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

- **Total Participants:** 6,053

- **Total Assets:** $81.3M

## 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|6,053|$81.3M|$2.5M|$8.4M|

| 2023|5,481|$70.6M|$1.4M|$6.8M|

| 2022|5,178|$56.5M|$1.2M|$5.6M|

## 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|

| PLANTE AND MORAN, PLLC|Auditor|$25,000|—|$25,000|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $25,000

- **Estimated Expense Ratio:** 0.031% 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|$298,280|$45,000|$225,280|$25,000|—|

| 2023|$304,395|$60,000|$219,145|$25,250|—|

| 2022|$280,531|—|$213,531|—|$67,000|

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