What public Form 5500 filings show about the Sage Wealth Advisory, LLC 401(k) plan — and how to find and check your own account.
Sage Wealth Advisory, LLC (EIN 92-1716573) reports SAGE WEALTH ADVISORY, LLC on its most recent Form 5500, with $1.4M 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 Wealth Advisory, LLC filing — schedules, fees, and providers.
Sage Wealth Advisory, LLC’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 Wealth Advisory, LLCHR for the recordkeeper’s name and login.
