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Review sample — not indexed. Consumer “[company] 401k” tier pending intent validation.

SAGE TREE WEALTH, INC 401(k) Plan

What public Form 5500 filings show about the SAGE TREE WEALTH, INC 401(k) plan — and how to find and check your own account.

Plan assets
$28K
Participants
2
Plans on file
1

The SAGE TREE WEALTH, INC 401(k) on its latest Form 5500

SAGE TREE WEALTH, INC (EIN 83-1911608) reports SAGE TREE WEALTH, INC 401K PLAN on its most recent Form 5500, with $28K in plan assets across 2 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 TREE WEALTH, INC filing — schedules, fees, and providers.

Who runs the SAGE TREE WEALTH, INC 401(k)?

SAGE TREE WEALTH, INC’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 TREE WEALTH, INCHR for the recordkeeper’s name and login.

How to check your SAGE TREE WEALTH, INC 401(k)

  • Log in to the plan’s recordkeeper portal (the site on your statements).
  • Ask SAGE TREE WEALTH, INC HR or benefits for the recordkeeper name and enrollment link.
  • Left the company? Your balance stays in the plan until you roll it over — see how to find a lost 401(k).
More on this employer: SAGE TREE WEALTH, INC — all Form 5500 filings (EIN 83-1911608) · New York employer EIN lookup · Form 5500 search
SAGE TREE WEALTH, INC 401(k) Plan — Form 5500