Saratoga Corporate Management Group retirement plan: assets, participants and fees
What Saratoga Corporate Management Group's retirement plan 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 | Pinnacle Plan Design, LLC | Schedule C ↗ |
| Independent auditor | Sbng, PC (unmodified opinion) | Schedule H ↗ |
| Plan type and status | Profit-sharing · Active | Form 5500 ↗ |
How the plan compares
Plan year 2025 medians for 1,392 defined-contribution plans in construction with 100 to 499 participants.
| Saratoga Corporate Management Group: employer contribution per participant | $781 | |
| Peer median | $2,501 |
| Saratoga Corporate Management Group: average balance | $20,635 | |
| Peer median | $71,471 |
| Saratoga Corporate Management Group: admin expenses ÷ assets | 1.37% | |
| Peer median | 0.39% |
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 $2M at the end of plan year 2021 to $2.6M at the end of plan year 2025.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2025 | 128 | $2.6M | $100K | $781 | 1.37% | Not published | Form 5500 ↗ |
| 2024 | 135 | $2.3M | $200K | $1,563 | 1.44% | Not published | Form 5500 ↗ |
| 2023 | 117 | $2.3M | $200K | $1,724 | 1.24% | Not published | Form 5500 ↗ |
| 2022 | 136 | $2M | $198K | $1,503 | 1.08% | Not published | Form 5500 ↗ |
| 2021 | 120 | $2M | $100K | $833 | 1.20% | Not published | Form 5500 ↗ |
Other Saratoga Corporate Management Group plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Saratoga Homes Cash Balance Plan & Trust
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.
| Plan type and status | Pension (defined benefit) · Terminated (final filing) | Form 5500 ↗ |
Common questions
Does Saratoga Corporate Management Group match 401(k) contributions?
The match terms for the Saratoga Homes Profit Sharing Plan & Trust have not been published from its filing yet. The plan year 2025 filing reports $100K in employer contributions, about $781 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Saratoga Corporate Management Group 401(k) match vested?
The vesting schedule for the Saratoga Homes Profit Sharing Plan & Trust is not in the data published so far. Your Summary Plan Description states it.
Who manages the Saratoga Corporate Management Group 401(k)?
The recordkeeper listed on Schedule C of the plan year 2025 filing is Pinnacle Plan Design, LLC. The plan administrator is Saratoga Corporate Management Group, LLC.
I left Saratoga Corporate Management Group. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Saratoga Corporate Management Group, LLC, (915) 855-1005) or the recordkeeper, Pinnacle Plan Design, LLC. The Saratoga Corporate Management Group old 401(k) page lists the contacts from every plan filing. Find an old Saratoga Corporate Management Group 401(k)
Data from the public Form 5500 annual reports Saratoga Corporate Management Group filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024 and 2025) 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 Saratoga Corporate Management Group. Not financial advice. Report a correction · Methodology