Plan Snapshot
- Plan Sponsor: Sag Holding LLC
- Sponsor EIN: 270337479
- Sponsor Address: 80 SOUTH 8TH ST, MINNEAPOLIS, MN, 55402
- Plan Type: 401(k)
- Total Participants: 114
- Total Assets: $32.4M
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 | 114 | $32.4M | $571,049 | $1.3M |
| 2023 | 93 | $25.6M | $511,698 | $1.1M |
| 2022 | 111 | $20.3M | $447,972 | $918,931 |
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 |
|---|---|---|---|---|
| CLIFTONLARSONALLEN LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CLIFTONLARSONALLEN LLP — 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 | -$12,631 | $543 | — | — | — |
| 2023 | -$12,041 | $473 | — | — | — |
| 2022 | -$12,110 | $307 | — | — | — |