Sagility 401(k) Plan
Sponsored by Sagility Operations Inc · EIN 824313508 · Plan #001
- Total assets
- $31.3M
- Net assets
- $31.1M
- Active participants
- 4,080
- With balances
- 1,294
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Morningstar Investment Management Llc CRD 108031 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Orenda Retirement, Llc | Other services, Direct payment from the plan, Other fees | $350,786 |
| Principal Life Insurance Company | Contract administrator, Recordkeeping fees, Participant loan processing | $193,523 |
| Side By Side Financials, Inc. | Contract administrator, Other fees | $0 |
| Morningstar Investment Management | Investment advisory (participants), Consulting fees | $0 |