How big is Sagebroadview Wealth Management, LLC's plan?

Sagebroadview Wealth Management, LLC's plan reported $4.2M in assets and 7 participants for 2024.

Original filing (PDF)20250509101006NAL0021269952001

Sagebroadview Wealth Management, LLC

Name: Sagebroadview Wealth Management, LLC — Sagebroadview, Form 5500 (2024)
Creator: Sagebroadview Wealth Management, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Sagebroadview Wealth Management, LLC 401(k) Plan

401(k) retirement plan · Sagebroadview Wealth Management, LLC's Sagebroadview Wealth Management, LLC 401(k) Plan held $4.2M in plan assets for 7 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.2M

Net assets (EOY)

$4.2M

People on this filing

Lawrence Annello signed Sagebroadview Wealth Management, LLC's 2024 Form 5500 as plan administrator.

Lawrence Annello — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Sagebroadview Wealth Management, LLC's EIN is 06-1600495.

EIN 06-1600495

Plan number 001

Plan year 2024

ACK ID 20250509101006NAL0021269952001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Sagebroadview Wealth Management, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Sagebroadview Wealth Management, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SAGEBROADVIEW WEALTH MANAGEMENT, LLC.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score