What public Form 5500 filings show about the Sage Software Inc. 401(k) plan — and how to find and check your own account.
Sage Software Inc. (EIN 53-6433023) reports SAGE 401(K) PLAN on its most recent Form 5500, with $331.8M in plan assets across 2,086 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 Software Inc. filing — schedules, fees, and providers.
The plan’s recordkeeper — the firm that runs the website and statements where you check your balance, change contributions, and manage your account — is Empower, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Sage Software Inc. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): AFS ADVISORS, QDRO CONSULTANTS, EMPOWER ADVISORY GROUP, MOSS ADAMS LLP, CHARLES SCHWAB & CO.
