Plan Ledger DOL Form 5500 · updated monthly

Sage Counseling, Inc.401(k)

SAGE COUNSELING 401(K) PLAN · MESA, AZ · plan year 2022

Reported admin expense ratio · 2022
0.62%

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

Sage Counseling, Inc. reported $13,912 in plan administrative expenses for 2022: 0.62% of average plan assets, above the peer median. Employer contributions averaged $1,365 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 $1M–$10M size bracket, benchmarked here against 30,021 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in Arizona (1,043rd of 1,285), and 9,890th of 11,911 in health care & social assistance. In 2022, employees put in $1.38 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$2,177,460
Participants with balances0
Active participants110
Employer contributions$150,168
Employee contributions$207,346
Employer contribution per active participant$1,365
Average account balance—
Benefits paid to participants$48,916
Plan auditUnmodified (clean) audit opinion
AuditorBARRY & MOORE CPAS, PLC
Administrative expenses, itemized · 2022
Investment management$13,912
Total administrative$13,912
The Sage Counseling, Inc. 401(k) match · 2022
Employer contribution per active participant$1,365
Median for plans this size$1,114

Sage Counseling, Inc.'s 2022 employer contribution ran above the $1,114 median for plans its size. 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 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$13,912 · 0.62%
Same employer
Similar plansHealth Care & Social Assistance · Arizona
Open Hearts AZ$2.8M · 0.09%
Beatitudes Campus AZ$2.3M · 1.46%
Hozhoni Foundation, Inc. AZ$1.9M · 0.32%

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Source: U.S. Department of Labor, Form 5500 series, EIN 861013435 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.