Plan Snapshot
- Plan Sponsor: Saratoga Corporate Management Group, LLC
- Sponsor EIN: 208527129
- Sponsor Address: 12300 MONTWOOD DR., EL PASO, TX, 799285653
- Plan Type: DC
- Total Participants: 112
- Total Assets: $2.3M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 112 | $2.3M | $200,000 | $0 |
| 2023 | 89 | $2.3M | $200,000 | $0 |
| 2022 | 83 | $2.0M | $198,442 | $0 |
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 |
|---|---|---|---|---|
| SBNG, PC | Auditor | — | — | $0 |
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 | $33,123 | $30,848 | $2,275 | — | — |
| 2023 | $26,260 | $20,543 | $5,717 | — | — |
| 2022 | $21,461 | $20,936 | — | — | $525 |