# Sage Senior Living, LLC DC Plan
Source: https://planprovider.pro/companies/sage-senior-living-llc-plan

> Sage Senior Living, LLC's DC plan: 602 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Sage Senior Living, LLC

- **Sponsor EIN:** 450519545

- **Sponsor Address:** 1489 BALTIMORE PIKE, SUITE 240, SPRINGFIELD, PA, 19064

- **Plan Type:** DC

- **Total Participants:** 602

- **Total Assets:** $5.6M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **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|602|$5.6M|$350,579|$747,274|

| 2023|599|$4.1M|$273,476|$609,909|

| 2022|420|$2.8M|$229,061|$518,604|

## 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|

| LPL FINANCIAL|ADVISORY-PLAN|$29,744|—|$29,744|

| ADMIN. GROUP, LLC DBA TAG RESOURCES|RECORD KEEPER|$18,680|—|$18,680|

| TRANSAMERICA RETIREMENT SOLUTIONS|RECORD KEEPER|$10,593|—|$10,593|

| TEMPLETON & COMPANY LLP|AUDIT|$9,500|—|$9,500|

### Verified Provider Profiles

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

- [ADMIN. GROUP, LLC DBA TAG RESOURCES](https://planprovider.pro/provider/transamerica) — RECORD KEEPER

- [TRANSAMERICA RETIREMENT SOLUTIONS](https://planprovider.pro/provider/transamerica) — RECORD KEEPER

- [TEMPLETON & COMPANY LLP](https://planprovider.pro/provider/templeton-and-company-llp) — AUDIT

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $68,517

- **Estimated Expense Ratio:** 1.229% 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|$68,684|$29,744|$18,680|$9,500|—|

| 2023|$44,838|$20,384|$16,905|—|—|

| 2022|$28,277|—|$28,277|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/sage-senior-living-llc-plan)

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