How big is Saratoga Group Inc.'s plan?

Saratoga Group Inc.'s plan reported $131K in assets and 103 participants for 2024.

Original filing (PDF)20250610074923NAL0025301792001

Saratoga Group Inc.

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

Form 5500-SF

FILING_RECEIVED

Saratoga Group Inc.

401(k) retirement plan · Saratoga Group Inc. held $131K in plan assets for 103 participants in 2024.

Active participants

103

Accounts w/ balance

Plan assets (EOY)

$131K

Net assets (EOY)

$131K

People on this filing

Shawn Felkley signed Saratoga Group Inc.'s 2024 Form 5500 as plan administrator.

Shawn Felkley — 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

Saratoga Group Inc.'s EIN is 90-1118628.

EIN 90-1118628

Plan number 001

Plan year 2024

ACK ID 20250610074923NAL0025301792001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Saratoga Group Inc.'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 SARATOGA GROUP INC.

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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

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

No IQPA named; plan is in the 80-120 transition zone.
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (3rd percentile).

Helping the score