Plan Snapshot
- Plan Sponsor: Sage Sustainable Electronics L
- Sponsor EIN: 465425790
- Sponsor Address: 2801 CHARTER ST, COLUMBUS, OH, 432284607
- Plan Type: 401(k)
- Total Participants: 283
- Total Assets: $2.7M
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 | 283 | $2.7M | $0 | $694,193 |
| 2023 | 276 | $2.0M | $0 | $612,182 |
| 2022 | 226 | $1.3M | $0 | $520,125 |
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 |
|---|---|---|---|---|
| GBQ PARTNERS | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- GBQ PARTNERS — Auditor
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 | $24,292 | $8,838 | $14,594 | — | — |
| 2023 | $13,010 | — | $12,150 | — | — |
| 2022 | $12,449 | $1,445 | $11,004 | — | — |