What public Form 5500 filings show about the Sage Advisory Services, Ltd. Co. 401(k) plan — and how to find and check your own account.
Sage Advisory Services, Ltd. Co. (EIN 74-2798841) reports SAGE ADVISORY SERVICES, LTD. CO. 401(K) PLAN on its most recent Form 5500, with $20.8M in plan assets across 61 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.
See the full Sage Advisory Services, Ltd. Co. filing — schedules, fees, and providers.
Sage Advisory Services, Ltd. Co.’s Form 5500 doesn’t separately disclose a recordkeeper we can confirm. The firms named on its Schedule C are service providers — which can include investment managers, trustees, and auditors, and are not necessarily the company that runs your account. To find who runs your 401(k), check your enrollment paperwork or a recent statement, or ask Sage Advisory Services, Ltd. Co.HR for the recordkeeper’s name and login.
