# Sagility Operations INC 401(k) Plan
Source: https://planprovider.pro/companies/sagility-operations-inc-401k-plan

> Sagility Operations INC's 401(k) plan: 4,080 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

| ORENDA RETIREMENT, LLC|CONTRACT ADMINISTRATOR|$350,786|$12,822|$363,608|

| PRINCIPAL LIFE INSURANCE COMPANY|CONTRACT ADMINISTRATOR|$193,523|—|$193,523|

| SIDE BY SIDE FINANCIALS, INC.|CONTRACT ADMINISTRATOR|—|$66,446|$66,446|

| TRAILBREAKER ACCOUNTING PLLC|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [TRAILBREAKER ACCOUNTING PLLC](https://planprovider.pro/provider/knav-cpa-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $623,577

- **Estimated Expense Ratio:** 1.995% 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|$544,309|—|$544,309|—|—|

| 2023|$286,462|—|$251,408|$35,054|—|

| 2022|$188,100|$27,496|$105,607|—|$54,997|

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