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Department of Labor filing

SAGE DINING SERVICES, INC.

SAGE DINING SERVICES, INC. 401(K) PLAN · For the plan year ended Jun 30, 2025

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Public filing 2024 · received Jan 19, 2026Verified current terms Not available

Plan at a glance

How good does the filing look?

68filing comparison
out of 100

The filing looks somewhat better than typical peers on the measures we can compare. This is a filing comparison, not a complete benefits score.

$Employer support
$990

Reported employer contributions per active participant.

Higher than about 92% of comparable plans
#People in the filing
2,338

Active participants reported for 2024.

The filing does not say how many employees are currently contributing.
¢Visible plan-paid fees
$53 / participant

Reported administrative expense—not every fee an employee may pay.

Lower cost than about 12% of comparable plans
↗Investment performance
Not available

Plan assets changed 15.6%, but that includes contributions, withdrawals, and market movement.

Asset change is not investment performance.
What we still need to judge the benefit

Current match formula, vesting, eligibility, investment choices, fund expense ratios, and employee-level fees.

See missing terms ↓
Filing comparison · 202468out of 100 among similar-size plans in the same industry when enough peers exist

How this filing compares

Reported employer contributions92nd percentileTypical peer $155 · based on 115 comparable plans
Lower reported administrative expense12th percentileTypical peer $21 · based on 122 comparable plans

This comparison uses historical filing figures. It does not compare current match formulas, vesting, investments, or employee fees.

The short version

What the latest filing tells us

For the plan year ended Jun 30, 2025, SAGE DINING SERVICES, INC. reported $2,313,470 in employer contributions across the plan and 2,338 active participants. That works out to $990 per active participant. It is useful context, but it is not the current match formula and it does not show what any one employee received.

Participation proxy87%

Active participants divided by all end-of-year plan participants. This is not the company participation rate because the filing does not report every eligible employee.

Employer money trendUp 2.5%

Change in reported employer contribution per active participant across the filing history shown.

Expense trendDown 54.7%

Change in reported administrative expense per participant. Investment expenses may not be included.

Peer context68/100

A filing comparison among similar-size plans in the same industry when enough peers exist.

Where the public filing stops

Current match, vesting, eligibility, employee fees, and investment choices require a dated plan document. Until we have one, those details stay blank.

Latest financial record

Contributions, assets, and expenses

These figures are reported totals for the plan—not individual account balances or promises to any employee.

Employer contributions
$2,313,470
Participant contributions
$4,727,936
Other contributions
$65,067
Employer share of reported contributions
32.9%
Beginning assets
$55,030,984
Ending assets
$63,640,569
Ending net assets
$63,640,569
Ending liabilities
$0
Total income
$14,152,662
Total expenses
$5,543,077
Administrative expenses
$133,869
Participant loans
Not reported

Three-year filing history

How the reported figures changed

Each chart uses its own scale and starts at zero. When the filing has no value, the chart says so rather than turning it into a zero.

Employer contributions reported per active participant
2022
$966
2023
$955
2024
$990
Plan-paid administrative expenses per participant
2022
$117
2023
$45
2024
$53
Active participants
2022
2,017
2023
2,203
2024
2,338
Detailed filing history
Plan yearPer active participantActive participantsPlan assetsFiling ID
2024$9902,33863.6M20260119135752NAL0000841283001
2023$9552,20355M20250327091719NAL0012269923001
2022$9662,01744.6M20240415141731NAL0002062241001

Changes in plan assets are not the same as investment performance. Each row uses the selected public filing for that year.

Plan operations

Details worth knowing

Participant loans as a share of plan assets
Not stated in the filing
Independent accountant’s opinion
Unqualified opinion Code 1
Late participant contributions reported
Not stated in the filing
Public plan identifier
521689755-001

Reported plan details

Identity and filing status

Plan type
Retirement plan
Employer arrangement
Single-employer plan
Plan effective date
Jul 1, 1991
Industry
Accommodation and food services
Amended filing
No
Final filing for this plan
No
Short plan year
No
401(k) feature reported
Yes
Show DOL characteristic codes2E2F2G2J2K2T3D

Reported service providers

Organizations named in the latest filing

The public dataset does not always identify a provider’s exact role. Compensation stays blank when it was not separately reported.

ProviderPlan yearDirect compensationIndirect compensation
ALLIANZ GLOBAL INVESTORS DISTRIBUTO2024Not reportedunknown
AMERICAN CENTURY INVESTMENT SERVICE2024Not reportedunknown
AMERICAN FUNDS DISTRIBUTORS, INC.2024Not reportedunknown
BAIRD2024Not reportedunknown
COHEN & STEERS CAPITAL MANAGEMENT2024Not reportedunknown
DIMENSIONAL FUND ADVISORS2024Not reportedunknown
FIDELITY DISTRIBUTORS CORP.2024Not reportedunknown
GREAT GRAY TRUST2024Not reportedunknown
JANUS DISTRIBUTORS, LLC2024Not reportedunknown
MFS FUND DISTRIBUTORS, INC.2024Not reportedunknown
VANGUARD2024Not reportedunknown

Current plan terms

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Filing ACK_ID20260119135752NAL0000841283001
Data sourceDOL Form 5500 bulk data ↗
Filing searchEFAST2 ↗