How big is Sage Forensic Accounting, Inc.'s plan?

Sage Forensic Accounting, Inc.'s plan reported $3.4M in assets and 8 participants for 2024.

Original filing (PDF)20250905113801NAL0010572643001

Sage Forensic Accounting, Inc.

Name: Sage Forensic Accounting, Inc. — Sage Forensic, Form 5500 (2024)
Creator: Sage Forensic Accounting, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Sage Forensic Accounting, Inc. 401(k) Plan

401(k) retirement plan · Sage Forensic Accounting, Inc.'s Sage Forensic Accounting, Inc. 401(k) Plan held $3.4M in plan assets for 8 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.4M

Net assets (EOY)

$3.4M

Plan identifiers

Sage Forensic Accounting, Inc.'s EIN is 20-2490603.

EIN 20-2490603

Plan number 001

Plan year 2024

ACK ID 20250905113801NAL0010572643001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Sage Forensic Accounting, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Sage Forensic Accounting, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SAGE FORENSIC ACCOUNTING, 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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score