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Original filing (PDF)20250926080758NAL0003889987001
SAGITEC SOLUTIONS, LLC
Form 5500
FILING_RECEIVED
SAGITEC RETIREMENT SAVINGS PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
389
Accounts w/ balance
433
Plan assets (EOY)
$56.6M
Net assets (EOY)
$56.6M
How this plan invests
This plan
13 pooled trusts
Schedule D
32 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
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
100
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- 36 bps in Schedule C fees — 128% above peer band of 16 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SAGITEC SOLUTIONS, LLC.
Plan sponsor
Name
SAGITEC SOLUTIONS, LLC
EIN
20-0970684
Address
422 COUNTRY ROAD D EAST · LITTLE CANADA, MN · 55117
Phone
(612) 235-4122
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
2025-09-26
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
ABDO
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsAdvisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EDWARD JONES | 43-0345811 | — | INVESTMENT ADVISORY | $0 | — |
| WILSHIRE ADVISORS LLC | 95-2755361 | — | INVESTMENT ADVISORY | $0 | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $207K | — |
Investments
19 direct securities · 13 pooled funds· $56.6M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Common Collective Trust
$31.4M
13 holdings
Uncategorized
$25.1M
19 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| LargeCap S&P 500 Index R5 Fund+ Mutual Funds | — | — | — | $7.4M | 13.1% | |
| PRIN LIFETIME HY 2045 CIT Z45 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 008 | Common Collective Trust | — | — | $7.0M | 12.4% | |
| PRIN LIFETIME HY 2040 CIT Z45 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 007 | Common Collective Trust | — | — | $6.4M | 11.3% | |
| PRIN LIFETIME HY 2050 CIT Z45 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 009 | Common Collective Trust | — | — | $6.0M | 10.6% | |
| LargeCap Growth I R6 Fund Mutual Funds | — | — | — | $4.9M | 8.7% | |
| PRIN LIFETIME HY 2030 CIT Z45 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 005 | Common Collective Trust | — | — | $3.4M | 6.0% | |
| PRIN LIFETIME HY 2035 CIT Z45 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 006 | Common Collective Trust | — | — | $3.2M | 5.7% | |
| PRIN LIFETIME HY 2055 CIT Z45 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 010 | Common Collective Trust | — | — | $2.4M | 4.3% | |
| Prin Fixed Inc Guar Option Guaranteed Invest Contract | — | — | — | $2.3M | 4.1% | |
| PRIN LIFETIME HY 2025 CIT Z45 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 004 | Common Collective Trust | — | — | $2.0M | 3.5% | |
| Capital Appreciation R5 Fund+ Mutual Funds | — | — | — | $1.8M | 3.3% | |
| MidCap S&P 400 Index R6 Fund+ Mutual Funds | — | — | — | $1.1M | 2.0% | |
| Invesco Divers Dividend R Fund Mutual Funds | — | — | — | $937K | 1.7% | |
| SmallCap S&P 600 Index R6 Fund+ Mutual Funds | — | — | — | $927K | 1.6% | |
| Intl Equity Index R6 Fund+ Mutual Funds | — | — | — | $857K | 1.5% | |
| PGIM Ttl Ret Bond R4 Fd Mutual Funds | — | — | — | $710K | 1.3% | |
| Notes receivable from participants Bearing interest at 4.25%-9.50% - | — | — | — | $698K | 1.2% | |
| MidCap Growth R5 Fund+ Mutual Funds | — | — | — | $632K | 1.1% | |
| SmallCap Growth I R6 Fund+ Mutual Funds | — | — | — | $576K | 1.0% | |
| American Funds New World R4 Fund Mutual Funds | — | — | — | $549K | 1.0% | |
| PRIN LIFETIME HY 2060 CIT Z45 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 012 | Common Collective Trust | — | — | $525K | 0.9% | |
| Victory Sycamore Est Val R Fd Mutual Funds | — | — | — | $432K | 0.8% | |
| Inv Oppenheim Intl Grw R Fd Mutual Funds | — | — | — | $431K | 0.8% | |
| Bond Market Index R5 Fund+ Mutual Funds | — | — | — | $400K | 0.7% | |
| SmallCap Value II R6 Fund+ Mutual Funds | — | — | — | $260K | 0.5% | |
| PRIN LIFETIME HY INC CIT Z45 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 011 | Common Collective Trust | — | — | $205K | 0.4% | |
| PRIN LIFETIME HY 2065 CIT Z45 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 013 | Common Collective Trust | — | — | $199K | 0.4% | |
| PRIN LIFETIME HY 2020 CIT Z45 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 003 | Common Collective Trust | — | — | $115K | 0.2% | |
| PRIN LIFETIME HY 2015 CIT Z45 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 002 | Common Collective Trust | — | — | $15K | <0.1% | |
| (E) | — | — | — | $15K | <0.1% | |
| (E) | — | — | — | $13K | <0.1% | |
| PRIN LIFETIME HB 2070 CIT Z45 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 014 | Common Collective Trust | — | — | $13K | <0.1% |
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