How big is Sager Ford's plan?

Sager Ford's plan reported $245K in assets and 14 participants for 2024.

Original filing (PDF)20250317173038NAL0003509088001

Sager Ford

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

Form 5500-SF

FILING_RECEIVED

Sager Ford 401(k)Plan

401(k) retirement plan · Sager Ford's Sager Ford 401(k)Plan held $245K in plan assets for 14 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$245K

Net assets (EOY)

$245K

People on this filing

Khaled Sager signed Sager Ford's 2024 Form 5500 as plan administrator.

Khaled Sager — 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

Sager Ford's EIN is 85-4216048.

EIN 85-4216048

Plan number 001

Plan year 2024

ACK ID 20250317173038NAL0003509088001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Sager Ford'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 SAGER FORD.

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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

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (9th percentile).

Helping the score

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

Plan sponsor

Name

SAGER FORD

EIN

all filings

Address

21 SOUTH MAIN STREET · ST. HELENA, CA · 94574

Phone

(707) 963-2771

Industry

Retail Trade

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

2025-03-17

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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