Plan Ledger DOL Form 5500 · updated monthly

Sag, LLC.401(k)

SOFTWARE AG, LLC PROFIT SHARING PLAN · RESTON, VA · plan year 2024

Reported admin expense ratio · 2024
0.05%

Peer grade: A · admin costs + employer contributions vs same-size plans · how grading works

Sag, LLC. reported $114,141 in plan administrative expenses for 2024: 0.05% of average plan assets, lower than ~75% of peers. Employer contributions averaged $14,948 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other professional & technical services employers. By assets it is the 142nd-largest of 2,266 plans among Virginia employers on file, and the 701st of 11,654 in professional & technical services. In 2024, employees put in $1.87 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$231,063,837
Participants with balances917
Active participants241
Employer contributions$3,602,387
Employee contributions$6,742,653
Employer contribution per active participant$14,948
Average account balance$251,978
Benefits paid to participants$66,582,424
Plan auditUnmodified (clean) audit opinion
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$41,626
Investment management$72,515
Total administrative$114,141
The Sag, LLC. 401(k) match · 2024
Employer contribution per active participant$14,948
Median for plans this size$3,635

Sag, LLC.'s 2024 employer contribution ran above the $3,635 median for plans its size, placing it in the top quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20242
CAPFINANCIALPARTNERSLLC · Investment advisory (participants) · Investment advisory (plan)$72,515
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$42,137

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history1
2024$114,141 · 0.05%
Same employer
Similar plansProfessional & Technical Services · Virginia
Sag, LLC. VA$254.8M · 0.07%
Microstrategy VA$254.3M · 0.04%
Asm Research LLC VA$239.7M · 0.19%
Appian Corporation VA$237.6M · 0.45%
Analytic Services Inc. VA$226.1M · 0.03%

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Source: U.S. Department of Labor, Form 5500 series, EIN 540943991 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.