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Original filing (PDF)20251015122434NAL0009202722001
SAGENT LENDING TECHNOLOGIES
Form 5500
FILING_RECEIVED
SAGENT M&C, LLC 401(K) PLAN
Defined-contribution retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
394
Accounts w/ balance
474
Plan assets (EOY)
$61.5M
Net assets (EOY)
$61.5M
How this plan invests
This plan
1 pooled trust
Schedule D
26 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SAGENT LENDING TECHNOLOGIES.
Plan sponsor
Name
SAGENT LENDING TECHNOLOGIES
EIN
82-4498861
Address
1000 CONTINENTAL DRIVE SUITE 570 · KING OF PRUSSIA, PA · 19406
Phone
(484) 253-3200
Industry
All Other Professional Services· 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
2025-10-15
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
STEPHANO SLACK LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE VANGUARD GROUP, INC. | 23-1945930 | — | NONE | $51K | — |
| STEPHANO SLACK LLC | 16-1710665 | — | NONE | $18K | — |
Investments
25 direct securities · 1 pooled fund· $61.5M(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
$60.0M
25 holdings
Common Collective Trust
$1.6M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Institutional Index Fund Institutional Shares | — | — | — | $8.0M | 13.1% | |
| Vanguard Wellington Fund Admiral Shares | — | — | — | $5.2M | 8.4% | |
| Vanguard TargetRetirement2035 Fund | — | — | — | $4.6M | 7.4% | |
| Vanguard U.S. Growth Fund Admiral Shares | — | — | — | $4.2M | 6.8% | |
| Vanguard TargetRetirement2045 Fund | — | — | — | $4.1M | 6.6% | |
| Vanguard TargetRetirement2030 Fund | — | — | — | $4.0M | 6.5% | |
| Vanguard TargetRetirement2040 Fund | — | — | — | $3.6M | 5.9% | |
| Vanguard TargetRetirement2025 Fund | — | — | — | $3.5M | 5.6% | |
| Vanguard Target Retirement 2050 Fund | — | — | — | $2.9M | 4.7% | |
| Vanguard Total Bond Market Index Fund Admiral Shares | — | — | — | $2.6M | 4.2% | |
| Vanguard Cash Resetve Federal MM Fund Admiral Shares | — | — | — | $2.3M | 3.8% | |
| Vanguard Mid-Cap Index Fund Admiral Shares | — | — | — | $2.3M | 3.7% | |
| Vanguard Small-Cap Growth Index Fund Admiral Shares | — | — | — | $2.2M | 3.6% | |
| Vanguard TargetRetirement2055 Fund | — | — | — | $2.0M | 3.3% | |
| Vanguard International Growth Fund Admiral Shares | — | — | — | $2.0M | 3.2% | |
| Vanguard Russell 1000 Value Index Fund: Institutional Shares | — | — | — | $1.9M | 3.1% | |
| VFTC RETIREMENT SAVINGS TRUST III VANGUARD FIDUCIARY TRUST COMPANY · EIN 38-7041744 / PN 024 | Common Collective Trust | — | — | $1.6M | 2.5% | |
| Vanguard Inflation-Protected Securities Fund Admiral Shares | — | — | — | $1.1M | 1.7% | |
| Vanguard International Value Fund | — | — | — | $915K | 1.5% | |
| Vanguard TargetRetirement2020 Fund | — | — | — | $887K | 1.4% | |
| Notes Receivable from Participants | — | — | — | $493K | 0.8% | |
| Vanguard Target Retirement Income Fund | — | — | — | $441K | 0.7% | |
| American Beacon Small Cap Value Fund; R6 Class | — | — | — | $423K | 0.7% | |
| Vanguard TargetRetirement2060 Fund | — | — | — | $386K | 0.6% | |
| Vanguard Target Retirement 2065 Fund | — | — | — | $72K | 0.1% | |
| Vanguard Target Retirement 2070 Fund | — | — | — | $7K | <0.1% |
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