Plan Snapshot
- Plan Sponsor: Sage V Foods, LLC
- Sponsor EIN: 954699476
- Sponsor Address: 1728 16TH STREET UNIT 101, BOULDER, CO, 80302
- Plan Type: 401(k)
- Total Participants: 222
- Total Assets: $10.2M
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 | 222 | $10.2M | $286,831 | $518,786 |
| 2023 | 199 | $8.3M | $281,436 | $510,931 |
| 2022 | 210 | $7.2M | $265,572 | $495,642 |
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 |
|---|---|---|---|---|
| CLIFTONLARSONALLEN LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CLIFTONLARSONALLEN LLP — 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 | $51,300 | $32,608 | — | — | — |
| 2023 | $45,330 | $28,177 | — | — | — |
| 2022 | $45,294 | — | $45,294 | — | — |