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

SAGE WEALTH MANAGEMENT LLC 401(k) Plan

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

Plan assets
$731K
Participants
3
Plans on file
1

The SAGE WEALTH MANAGEMENT LLC 401(k) on its latest Form 5500

SAGE WEALTH MANAGEMENT LLC (EIN 85-1170665) reports SAGE WEALTH MANAGEMENT LLC 401(K) PROFIT SHARING PLAN on its most recent Form 5500, with $731K in plan assets across 3 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 MANAGEMENT LLC filing — schedules, fees, and providers.

Who runs the SAGE WEALTH MANAGEMENT LLC 401(k)?

SAGE WEALTH MANAGEMENT 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 MANAGEMENT LLCHR for the recordkeeper’s name and login.

How to check your SAGE WEALTH MANAGEMENT LLC 401(k)

  • Log in to the plan’s recordkeeper portal (the site on your statements).
  • Ask SAGE WEALTH MANAGEMENT LLC 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 WEALTH MANAGEMENT LLC — all Form 5500 filings (EIN 85-1170665) · Ohio employer EIN lookup · Form 5500 search
SAGE WEALTH MANAGEMENT LLC 401(k) Plan — Form 5500