Plan Snapshot
- Plan Sponsor: Sage Publications, INC.
- Sponsor EIN: 952454902
- Sponsor Address: 2455 TELLER ROAD, THOUSAND OAKS, CA, 91320
- Plan Type: 401(k)
- Total Participants: 718
- Total Assets: $149.8M
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 | 718 | $149.8M | $4.2M | $7.6M |
| 2023 | 725 | $131.4M | $5.5M | $7.1M |
| 2022 | 701 | $106.5M | $0 | $6.0M |
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 |
|---|---|---|---|---|
| HOLTHOUSE CARLIN & VAN TRIGT LLP | Auditor | $15,000 | — | $15,000 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- HOLTHOUSE CARLIN & VAN TRIGT LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $15,000
- Estimated Expense Ratio: 0.010% 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 | $201,895 | $171,103 | $14,025 | $15,000 | — |
| 2023 | $162,364 | $73,264 | $8,350 | — | — |
| 2022 | $154,232 | — | $154,232 | — | — |