Plan Snapshot
- Plan Sponsor: Sagl LLC
- Sponsor EIN: 863296461
- Sponsor Address: 515 W 20TH ST NUM 5W, NEW YORK, NY, 10011
- Plan Type: 401(k)
- Total Participants: 730
- Total Assets: $6.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 730 | $6.8M | $262,328 | $807,216 |
| 2023 | 1,035 | $5.4M | $230,652 | $784,046 |
| 2022 | 944 | $4.5M | $200,180 | $604,439 |
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 |
|---|---|---|---|---|
| LINCOLN NATIONAL CORPORATION | SERVICE PROVIDER | $45,288 | — | $45,288 |
| ARTHUR J. GALLAGHER & CO | ADVISORY | $12,136 | — | $12,136 |
| CARON & BLETZER, PLLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- LINCOLN NATIONAL CORPORATION — SERVICE PROVIDER
- ARTHUR J. GALLAGHER & CO — ADVISORY
- CARON & BLETZER, PLLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $57,424
- Estimated Expense Ratio: 0.842% 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 | $57,424 | $12,136 | $45,288 | — | — |
| 2023 | $38,992 | — | $38,992 | — | — |
| 2022 | $23,469 | — | $23,469 | — | — |