Back to filter
Original filing (PDF)20250728130200NAL0004771266001
SAGARSOFT, INC.
Form 5500-SF
FILING_RECEIVED
SAGARSOFT, INC. 401(K) PLAN
401(k) retirement plan
Active participants
45
Accounts w/ balance
58
Plan assets (EOY)
$2.3M
Net assets (EOY)
$2.3M
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
100
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SAGARSOFT, INC..
Plan sponsor
Name
SAGARSOFT, INC.
EIN
11-3483319
Address
200 GLASTONBURY BOULEVARD · SUITE 304 · GLASTONBURY, CT · 06033
Phone
(718) 746-3860
Industry
Custom Computer Programming· Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-07-28
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providersRelated plans
Similar-size Custom Computer Programming plans
SOURCE CONSULTING, INC.
FRONT LINE 401(K) PLAN
$2.3M · 5 participants
GYANNI INC.
GYANNI INC. 401(K) PLAN.
$2.3M · 3 participants
SPATIAL INTEGRATED SYSTEMS INC.
SPATIAL INTEGRATED SYSTEMS 401K PLAN
$2.3M · 14 participants
I3, LLC
I3, LLC 401(K) PLAN
$2.3M · 23 participants
FUTURE INTEGRATED SYSTEMS LLC
FUTURE INTEGRATED SYSTEMS LLC 401K PLAN
$2.3M · 35 participants
THE BALDWIN GROUP, INC.
THE BALDWIN GROUP 401(K) PROFIT SHARING
$2.3M · 7 participants
Large plans in Connecticut
RTX CORPORATION
RTX SAVINGS PLAN
$58.6B · 123,327 participants
RTX CORPORATION
RTX SAVINGS PLAN MASTER TRUST
$58.3B
RTX CORPORATION
RTX MASTER RETIREMENT TRUST
$42.1B
RTX CORPORATION
RTX CONSOLIDATED PENSION PLAN
$41.6B · 33,534 participants
CITIGROUP INC.
CITI RETIREMENT SAVINGS PLAN
$23.2B · 74,487 participants
BRIDGEWATER SHORT TERM INVESTMENT FUND II, LLC
BRIDGEWATER SHORT TERM INVESTMENT FUND II, LLC
$19.5B