# Sagl LLC 401(k) Plan
Source: https://planprovider.pro/companies/sagl-llc-401k-plan

> Sagl LLC's 401(k) plan: 730 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/lincoln-financial-group) — SERVICE PROVIDER

- [ARTHUR J. GALLAGHER & CO](https://planprovider.pro/provider/arthur-j-gallagher-and-co) — ADVISORY

- [CARON & BLETZER, PLLC](https://planprovider.pro/provider/caron-bletzer) — 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|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/sagl-llc-401k-plan)

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