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Original filing (PDF)20250915105522NAL0000665187001
SAGENET LLC
Form 5500
FILING_RECEIVED
SAGENET 401(K) PLAN
401(k) retirement plan
Active participants
447
Accounts w/ balance
631
Plan assets (EOY)
$69.4M
Net assets (EOY)
$69.4M
How this plan invests
This plan
1 pooled trust
Schedule D
30 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 SAGENET LLC.
Plan sponsor
Name
SAGENET LLC
EIN
73-1551328
Address
10205 E 61ST STREET SUITE D · TULSA, OK · 74133
Phone
(918) 270-7138
Industry
Information / Tech / Mediasee 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
2025-09-15
Pension benefit codes
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3H · Sponsor in controlled / affiliated group
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
COHNREZNICK, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $5K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE COMMERCE TRUST COMPANY | 48-0962626 | — | CONSULTANT | $82K | — |
Investments
29 direct securities · 1 pooled fund· $69.4M(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.
Uncategorized
$67.3M
29 holdings
Common Collective Trust
$2.2M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund Registered investment company | — | — | — | $12.6M | 18.2% | |
| T. Rowe Price Retirement 2030 Fund Registered investment company | — | — | — | $6.5M | 9.3% | |
| PGIM Jennison MidCap Growth R6 Registered investment company | — | — | — | $5.8M | 8.3% | |
| Fidelity Large Cap Growth Index Fund Registered investment company | — | — | — | $5.6M | 8.0% | |
| T. Rowe Price Retirement 2040 Fund Registered investment company | — | — | — | $5.4M | 7.8% | |
| T. Rowe Price Retirement 2035 Fund Registered investment company | — | — | — | $5.2M | 7.4% | |
| T. Rowe Price Retirement 2050 Fund Registered investment company | — | — | — | $3.2M | 4.7% | |
| T. Rowe Price Retirement 2045 Fund Registered investment company | — | — | — | $2.7M | 4.0% | |
| Fidelity Large Cap Growth Index Fund Registered investment company | — | — | — | $2.5M | 3.6% | |
| MORLEY STABLE VALUE PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274329 / PN 001 | Common Collective Trust | — | — | $2.2M | 3.1% | |
| T. Rowe Price Retirement 2025 Fund Registered investment company | — | — | — | $1.9M | 2.8% | |
| T. Rowe Price Retirement 2060 Fund Registered investment company | — | — | — | $1.7M | 2.5% | |
| T. Rowe Price Retirement 2055 Fund Registered investment company | — | — | — | $1.6M | 2.3% | |
| Fidelity Small Cap Index Fund Registered investment company | — | — | — | $1.5M | 2.2% | |
| MFS Mid Cap Value Fund Class R6 Registered investment company | — | — | — | $1.5M | 2.1% | |
| JPMorgan Core Bond Fund Class R6 Registered investment company | — | — | — | $1.3M | 1.9% | |
| T. Rowe Price Retirement 2020 Fund Registered investment company | — | — | — | $1.3M | 1.9% | |
| Fidelity Emerging Markets Index Fund Registered investment company | — | — | — | $1.3M | 1.8% | |
| Fidelity US Bond Index Fund Registered investment company | — | — | — | $1.1M | 1.6% | |
| Fidelity International Index Fund Registered investment company | — | — | — | $980K | 1.4% | |
| Fidelity Mid Cap Index Fund Registered investment company | — | — | — | $776K | 1.1% | |
| MFS International Intrinsic Value Fund R4 Registered investment company | — | — | — | $673K | 1.0% | |
| maturing at various dates, secured by participant account balance | — | — | — | $595K | 0.9% | |
| Fidelity Small Cap Growth Index Fund Registered investment company | — | — | — | $414K | 0.6% | |
| T. Rowe Price Retirement 2005 Fund Registered investment company | — | — | — | $391K | 0.6% | |
| T. Rowe Price Retirement 2015 Fund Registered investment company | — | — | — | $226K | 0.3% | |
| T. Rowe Price Retirement 2010 Fund Registered investment company | — | — | — | $197K | 0.3% | |
| Fidelity Real Estate Index Fund Registered investment company | — | — | — | $108K | 0.2% | |
| PGIM Jennison Small Company R6 Registered investment company | — | — | — | $92K | 0.1% | |
| Principal Diversified Real Asset Fund Registered investment company | — | — | — | $31K | <0.1% |
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