Original filing (PDF)20250616071418NAL0000388099002

SAGE FINANCIAL GROUP, LLC

Name: SAGE FINANCIAL GROUP, LLC — SAGE FINANCIAL GROUP 401(K) PLAN, Form 5500 (2024)
Creator: SAGE FINANCIAL GROUP, LLC

Form 5500-SF

FILING_RECEIVED

SAGE FINANCIAL GROUP 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.5M

Net assets (EOY)

$1.5M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SAGE FINANCIAL GROUP, LLC.

Plan sponsor

Name

SAGE FINANCIAL GROUP, LLC

EIN

20-2704598

Address

5889 BRIDGETOWN RD. · CINCINNATI, OH · 45248

Phone

(513) 598-7243

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-06-16

Pension benefit codes

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2G · Total participant-directed accounts

3D · Pre-approved plan (master / prototype / VS)

2A · Age/service weighted or new comparability

2T · Default investment account (QDIA)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Finance & Insurance plans

THE B T ALEXANDER FINANCIAL GROUP LLC

THE ALEXANDER FINANCIAL GROUP 401K PLAN

$1.5M · 4 participants

IRONCLAD INVESTMENTS LLC

IRONCLAD INVESTMENTS LLC 401(K) PLAN

$1.5M · 2 participants

WCM GLOBAL WEALTH, LLC

WCM GLOBAL WEALTH, LLC RETIREMENT PLAN

$1.5M · 10 participants

THE BROWNING GROUP II LLC

THE BROWNING GROUP II LLC 401(K) PROFIT SHARING PLAN AND TRUST

$1.5M · 5 participants

CRAIG D. LADAY, A SOLE PROPRIETORSHIP

CRAIG D. LADAY, A SOLE PROPRIETORSHIP CASH BALANCE PLAN