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Original filing (PDF)20251010050433NAL0003993219001
SERVICE TO ACHIEVE GROWTH AND EM
Form 5500
FILING_RECEIVED
SAGE 401K PLAN
401(k) retirement plan
Signals · 1
~111 bps in Sched C fees
Active participants
212
Accounts w/ balance
205
Plan assets (EOY)
$785K
Net assets (EOY)
$785K
How this plan invests
This plan
1 pooled trust
Schedule D
22 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Vendor stack
100
Participation health
100
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SERVICE TO ACHIEVE GROWTH AND EM.
Plan sponsor
Name
SERVICE TO ACHIEVE GROWTH AND EM
EIN
20-5278257
Address
1305 DEL NORTE RD · CAMARILLO, CA · 93010
Phone
(805) 320-8534
Industry
Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-10
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
ALEXANDER & WILLIAMS LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $9K | — |
Investments
21 direct securities · 1 pooled fund· $761K(97% 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.
Registered Investment Companies
$745K
21 holdings
Common Collective Trust
$16K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| FID FREEDOM INDEX 2050 PREMIER | Registered Investment Companies | — | — | $99K | 12.6% | |
| BLACKROCK TOTAL RETURN K 306 REGISTERED INVESTMENT COMPANY FID FREEDOM INDEX 2060 PREMIER | Registered Investment Companies | — | — | $90K | 11.5% | |
| FID FREEDOM INDEX 2045 PREMIER | Registered Investment Companies | — | — | $87K | 11.1% | |
| FID FREEDOM INDEX 2065 PREMIER | Registered Investment Companies | — | — | $83K | 10.6% | |
| FID FREEDOM INDEX 2040 PREMIER | Registered Investment Companies | — | — | $79K | 10.1% | |
| FID FREEDOM INDEX 2030 PREMIER | Registered Investment Companies | — | — | $77K | 9.8% | |
| FID FREEDOM INDEX 2055 PREMIER | Registered Investment Companies | — | — | $76K | 9.7% | |
| FID FREEDOM INDEX 2035 PREMIER | Registered Investment Companies | — | — | $62K | 7.8% | |
| FID FREEDOM INDEX 2025 PREMIER | Registered Investment Companies | — | — | $41K | 5.2% | |
| INVESCO STABLE ASSET - ADPZ INVESCO TRUST COMPANY · EIN 27-3884161 / PN 001 | Common Collective Trust | — | — | $16K | 2.0% | |
| FID FREEDOM INDEX 2020 PREMIER | Registered Investment Companies | — | — | $13K | 1.7% | |
| FID FREE INDX 2015 PREM | Registered Investment Companies | — | — | $9K | 1.1% | |
| VANGUARD SM CAP VAL INDEX ADM | Registered Investment Companies | — | — | $7K | 0.9% | |
| VANGUARD EMG MKTS STK IDX ADM | Registered Investment Companies | — | — | $4K | 0.5% | |
| VANGUARD INTERMEDIATE TERM BON 978 REGISTERED INVESTMENT COMPANY DFA COMMODITY STRAT PORT INST | Registered Investment Companies | — | — | $4K | 0.5% | |
| PRI REAL ESTATE SECURITIES R6 | Registered Investment Companies | — | — | $3K | 0.4% | |
| T ROWE PRICE OVERSEAS STOCK | Registered Investment Companies | — | — | $3K | 0.4% | |
| VANGUARD SMALL CAP INDEX ADMRL | Registered Investment Companies | — | — | $2K | 0.3% | |
| VANGUARD MID CAP INDEX - ADM | Registered Investment Companies | — | — | $2K | 0.2% | |
| NUVEEN SMALLCAP BLEND INDEX R6 | Registered Investment Companies | — | — | $1K | 0.2% | |
| JANUS HENDERSON TRITON FUND N | Registered Investment Companies | — | — | $1K | 0.2% | |
| ISHARES MSCI EAFE INTL INDEX K | Registered Investment Companies | — | — | $1K | 0.2% |
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