# Sage Ridge School 403(b) Plan
Source: https://planprovider.pro/companies/sage-ridge-school-403b-plan

> Sage Ridge School's 403(b) plan: 48 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Sage Ridge School

- **Sponsor EIN:** 860852480

- **Sponsor Address:** 2515 CROSSBOW COURT, RENO, NV, 89511

- **Plan Type:** 403(b)

- **Total Participants:** 48

- **Total Assets:** $6.2M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** Yes

- **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|48|$6.2M|$164,065|$144,733|

| 2023|46|$5.7M|$141,414|$153,924|

| 2022|50|$4.9M|$112,641|$167,915|

## 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|

| SMITH & HOWARD, P.C.|Auditor|—|—|$0|

## 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|$25|—|$25|—|—|

| 2023|—|—|—|—|—|

| 2022|—|—|—|—|—|

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