How big is SAGA Kapital Group Inc.'s plan?

SAGA Kapital Group Inc.'s plan reported $87K in assets and 73 participants for 2024.

Original filing (PDF)20250530131436NAL0015551584001

SAGA Kapital Group Inc.

Name: SAGA Kapital Group Inc. — Form 5500 (2024)
Creator: SAGA Kapital Group Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

401(k) retirement plan · SAGA Kapital Group Inc. held $87K in plan assets for 73 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$87K

Net assets (EOY)

$87K

People on this filing

Hazel Torres signed SAGA Kapital Group Inc.'s 2024 Form 5500 as plan administrator.

Hazel Torres — 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

SAGA Kapital Group Inc.'s EIN is 83-4605763.

EIN 83-4605763

Plan number 001

Plan year 2024

ACK ID 20250530131436NAL0015551584001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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Plan health score

Above-average plan

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

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (4th percentile).

Helping the score

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

Plan sponsor

Name

SAGA KAPITAL GROUP INC.

EIN

all filings

Address

60 PARKDALE · IRVINE, CA · 92620

Phone

(714) 294-4132

Industry

Transportation & Warehousing

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

2025-05-30

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)

Service providers (Schedule C)

Small plans don't disclose service providers

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