Sager & Sager Associates DC Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Sager & Sager Associates
  • Sponsor EIN: 231715816
  • Sponsor Address: 43 EAST HIGH STREET, POTTSTOWN, PA, 19464
  • Plan Type: DC
  • Total Participants: 4
  • Total Assets: $14.6M

Key Plan Design Features

  • Auto-Enrollment: No
  • Auto-Escalation: No
  • Allows Roth Contributions: No
  • Participant Loans: No
  • Participant-Directed Investments: No
  • ERISA Section 404(c) Fiduciary Safe Harbor: No

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
20244$14.6M$0$0
20234$16.6M$0$0
20224$14.3M$0$0

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