Service to Achieve Growth and Em401(k)
SAGE 401K PLAN · CAMARILLO, CA · plan year 2024
Service to Achieve Growth and Em reported $8,711 in plan administrative expenses for 2024: 1.47% of average plan assets, above the peer median. 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 1 year on file its reported administrative ratio rose from 0.98% to 1.47%. The plan sits in the under $1M size bracket, benchmarked here against 1,109 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in California (8,929th of 9,483), and 11,083rd of 11,911 in health care & social assistance.
Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.
Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.
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Source: U.S. Department of Labor, Form 5500 series, EIN 205278257 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.