Plan Ledger DOL Form 5500 · updated monthly

Sage Publications, Inc.401(k)

SAGE PUBLICATIONS, INC. 401(K) PROFIT SHARING PLAN AND TRUST · THOUSAND OAKS, CA · plan year 2024

Reported admin expense ratio · 2024
0.14%

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

Sage Publications, Inc. reported $201,895 in plan administrative expenses for 2024: 0.14% of average plan assets, above the peer median. Employer contributions averaged $5,789 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.

Across the 2 years on file its reported administrative ratio rose from 0.13% to 0.14%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other information & media employers. By assets it is the 700th-largest of 9,483 plans among California employers on file, and the 238th of 2,199 in information & media. In 2024, employees put in $1.84 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$149,834,173
Participants with balances973
Active participants718
Employer contributions$4,156,282
Employee contributions$7,641,188
Employer contribution per active participant$5,789
Average account balance$153,992
Benefits paid to participants$11,848,329
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$149.8M · 973 accts · $4.2M emplr
2023$131.4M · 981 accts · $5.5M emplr
2022$106.5M · 947 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$14,025
Investment management$171,103
Audit (IQPA)$15,000
Total administrative$201,895
The Sage Publications, Inc. 401(k) match · 2024
Employer contribution per active participant$5,789
Median for plans this size$3,635
2024$5,789 per active participant
2023$7,613 per active participant

Sage Publications, Inc.'s 2024 employer contribution ran above the $3,635 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20244
VOYA RETIREMENT ADVISORS, LLC · Investment advisory (participants)$82,565
ALLIANT RETIREMENT SERVICES LLC$65,000
HOLTHOUSE CARLIN VAN TRIGT LLP$15,000

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

Administrative cost history3
2024$201,895 · 0.14%
2023$162,364 · 0.14%
2022$154,232 · 0.13%
Same employer
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Cloudflare, Inc. CA$177.8M · 0.15%
Nantmedia Holdings, LLC CA$168.8M · 0.18%
8X8, Inc. CA$149.8M · 0.14%
Edmunds.com, Inc. CA$143.7M · 0.05%
Deluxe Media Inc. CA$134.5M · 0.12%

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Source: U.S. Department of Labor, Form 5500 series, EIN 952454902 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.