Plan Snapshot
- Plan Sponsor: Sazan Group, INC.
- Sponsor EIN: 911893084
- Sponsor Address: 600 STEWART STREET, SUITE 1400, SEATTLE, WA, 98101
- Plan Type: 401(k)
- Total Participants: 132
- Total Assets: $11.0M
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 | 132 | $11.0M | $507,536 | $1.3M |
| 2023 | 141 | $8.5M | $478,572 | $1.2M |
| 2022 | 123 | $6.2M | $406,333 | $1.0M |
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 |
|---|---|---|---|---|
| LEE CPA AUDIT GROUP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- LEE CPA AUDIT GROUP — 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 | $57,628 | — | $57,628 | — | — |
| 2023 | $39,856 | — | $39,856 | — | — |
| 2022 | $29,618 | $1,110 | $26,203 | — | — |