How big is Sagitta's plan?

Sagitta's plan reported $1.5M in assets and 5 participants for 2024.

Original filing (PDF)20250523142256NAL0002765363001

Sagitta

Name: Sagitta — Sagitta Traditional 401(k), Form 5500 (2024)
Creator: Sagitta
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Sagitta Traditional 401(k)

401(k) retirement plan · Sagitta's Sagitta Traditional 401(k) held $1.5M in plan assets for 5 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.5M

Net assets (EOY)

$1.5M

People on this filing

Matthew Oliphant signed Sagitta's 2024 Form 5500 as plan administrator.

Matthew Oliphant — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Sagitta's EIN is 27-3641872.

EIN 27-3641872

Plan number 001

Plan year 2024

ACK ID 20250523142256NAL0002765363001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Sagitta from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Sagitta's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SAGITTA.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Plan sponsor

Name

SAGITTA

EIN

all filings

Address

PO BOX 2087 · KETCHUM, ID · 83340

Phone

(208) 726-6221

Industry

Professional & Technical Services

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

2025-05-23

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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