Plan Snapshot
- Plan Sponsor: Sagility Operations INC
- Sponsor EIN: 824313508
- Sponsor Address: 11000 WESTMOOR CIRCLE, WESTMINISTER, CO, 80021
- Plan Type: 401(k)
- Total Participants: 4,080
- Total Assets: $31.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 4,080 | $31.3M | $985,649 | $3.1M |
| 2023 | 3,043 | $24.7M | $622,487 | $1.9M |
| 2022 | 2,587 | $21.8M | $349,783 | $827,478 |
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 |
|---|---|---|---|---|
| TRAILBREAKER ACCOUNTING PLLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TRAILBREAKER ACCOUNTING PLLC — 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 | $544,309 | — | $544,309 | — | — |
| 2023 | $286,462 | — | $251,408 | $35,054 | — |
| 2022 | $188,100 | $27,496 | $105,607 | — | $54,997 |