Sagility Operations 401(k) match, vesting and fees
What Sagility Operations' 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Principal Life Insurance Company | Schedule C ↗ |
| Independent auditor | Trailbreaker Accounting PLLC (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
| Late participant contributions | Reported on the filing | Schedule H ↗ |
How the plan compares
Plan year 2024 medians for 1,281 defined-contribution plans in health care and social assistance with 1,000 to 4,999 participants.
| Sagility Operations: employer contribution per participant | $762 | |
| Peer median | $1,358 |
| Sagility Operations: average balance | $24,045 | |
| Peer median | $44,442 |
| Sagility Operations: admin expenses ÷ assets | 1.96% | |
| Peer median | 0.21% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $24.4M at the end of plan year 2023 to $31.1M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 4,463 | $31.1M | $986K | $762 | 1.96% | Not published | Form 5500 ↗ |
| 2023 | 3,470 | $24.4M | $622K | $639 | 1.24% | Not published | Form 5500 ↗ |
Common questions
Does Sagility Operations match 401(k) contributions?
The match terms for the Sagility 401(k) Plan have not been published from its filing yet. The plan year 2024 filing reports $986K in employer contributions, about $762 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Sagility Operations 401(k) match vested?
The vesting schedule for the Sagility 401(k) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Sagility Operations 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Principal Life Insurance Company. The plan administrator is Side by Side Financials, Inc..
I left Sagility Operations. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Side by Side Financials, Inc., (212) 564-2464) or the recordkeeper, Principal Life Insurance Company. The Sagility Operations old 401(k) page lists the contacts from every plan filing. Find an old Sagility Operations 401(k)
Data from the public Form 5500 annual reports Sagility Operations filed with the U.S. Department of Labor (plan years 2023 and 2024) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Sagility Operations. Not financial advice. Report a correction · Methodology