# Sungage Financial, LLC 401(k) Plan
Source: https://planprovider.pro/companies/sungage-financial-llc-401k-plan

> Sungage Financial, LLC's 401(k) plan: 105 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Sungage Financial, LLC

- **Sponsor EIN:** 454756815

- **Sponsor Address:** 38 CHAUNCY STREET, BOSTON, MA, 02111

- **Plan Type:** 401(k)

- **Total Participants:** 105

- **Total Assets:** $7.3M

## 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|105|$7.3M|$318,068|$893,577|

| 2023|102|$5.5M|$341,844|$910,366|

| 2022|146|$3.0M|$234,044|$579,854|

## 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|

| BDG-CPAS|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [BDG-CPAS](https://planprovider.pro/provider/bdg-cpas) — 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|$1,980|—|$1,980|—|—|

| 2023|$3,315|—|$3,315|—|—|

| 2022|—|—|—|—|—|

## Similar Plans

- [Bluesnap, INC.](https://planprovider.pro/companies/bluesnap-inc-401k-plan) — 126 participants

- [American Consumer Credit Counseling](https://planprovider.pro/companies/american-consumer-credit-counseling-401k-plan) — 140 participants

- [Lendbuzz, INC.](https://planprovider.pro/companies/lendbuzz-inc-401k-plan) — 372 participants

- [Flywire Corporation](https://planprovider.pro/companies/flywire-corporation-401k-plan) — 391 participants

- [F H Cann & Associates INC](https://planprovider.pro/companies/f-h-cann-associates-inc-plan-001) — 598 participants

- [Circle Internet Financial, LLC](https://planprovider.pro/companies/circle-internet-financial-llc-401k-plan) — 674 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/sungage-financial-llc-401k-plan)

© 2026 PlanProvider.Pro