# Sangoma Us INC. 401(k) Plan
Source: https://planprovider.pro/companies/sangoma-us-inc-401k-plan

> Sangoma Us INC.'s 401(k) plan: 399 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

| EMPOWER ANNUITY INSURANCE COMPANY O|RECORDKEEPER|$90,576|—|$90,576|

| UBS FINANCIAL SERVICES, INC.|INVESTMENT ADVISOR|$57,763|—|$57,763|

| RETIREMENT SOLUTIONS SPECIALISTS|CONTRACT ADMIN|$25,727|—|$25,727|

| ASSURANCE DIMENSIONS|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [UBS FINANCIAL SERVICES, INC.](https://planprovider.pro/provider/aspire-financial-services) — INVESTMENT ADVISOR

- [ASSURANCE DIMENSIONS](https://planprovider.pro/provider/assurance-dimensions-inc) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $174,066

- **Estimated Expense Ratio:** 0.435% 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|$180,091|$57,763|$122,328|—|—|

| 2023|$160,822|$51,609|$109,213|—|—|

| 2022|$120,379|$80,177|$32,371|—|$7,831|

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