How big is Sage Consulting & Wealth Preservation Inc.'s plan?

Sage Consulting & Wealth Preservation Inc.'s plan reported $710K in assets and 2 participants for 2024.

Original filing (PDF)20251008124609NAL0013418194001

Sage Consulting & Wealth Preservation Inc.

Name: Sage Consulting & Wealth Preservation Inc. — Form 5500 Plan 002 (2024)
Creator: Sage Consulting & Wealth Preservation Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Sage Consulting & Wealth Preservation Inc. Cash Balance Pension Plan

Defined-benefit pension plan · Sage Consulting & Wealth Preservation Inc.'s Sage Consulting & Wealth Preservation Inc. Cash Balance Pension Plan held $710K in plan assets for 2 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$710K

Net assets (EOY)

$710K

Plan identifiers

Sage Consulting & Wealth Preservation Inc.'s EIN is 14-1821898.

EIN 14-1821898

Plan number 002

Plan year 2024

ACK ID 20251008124609NAL0013418194001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Sage Consulting & Wealth Preservation Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Sage Consulting & Wealth Preservation Inc.'s plan includes a cash-balance formula.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SAGE CONSULTING & WEALTH PRESERVATION INC.

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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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score