Plan Snapshot
- Plan Sponsor: Sangoma Us INC.
- Sponsor EIN: 611752222
- Sponsor Address: 301 N. CATTLEMEN RD, SARASOTA, FL, 34232
- Plan Type: 401(k)
- Total Participants: 399
- Total Assets: $40.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 399 | $40.0M | $1.6M | $3.1M |
| 2023 | 431 | $38.2M | $1.7M | $3.3M |
| 2022 | 475 | $33.3M | $1.5M | $2.9M |
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 |
|---|---|---|---|---|
| ASSURANCE DIMENSIONS | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ASSURANCE DIMENSIONS — 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 | $180,091 | $57,763 | $122,328 | — | — |
| 2023 | $160,822 | $51,609 | $109,213 | — | — |
| 2022 | $120,379 | $80,177 | $32,371 | — | $7,831 |