How big is Sage Financial Group, LLC's plan?

Sage Financial Group, LLC's plan reported $1.5M in assets and 7 participants for 2024.

Original filing (PDF)20250616071418NAL0000388099002

Sage Financial Group, LLC

Name: Sage Financial Group, LLC — Sage Financial Group, Form 5500 (2024)
Creator: Sage Financial Group, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Sage Financial Group 401(k) Plan

401(k) retirement plan · Sage Financial Group, LLC's Sage Financial Group 401(k) Plan held $1.5M in plan assets for 7 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.5M

Net assets (EOY)

$1.5M

People on this filing

Jeremy J. Schira signed Sage Financial Group, LLC's 2024 Form 5500 as plan administrator.

Jeremy J. Schira — 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

Sage Financial Group, LLC's EIN is 20-2704598.

EIN 20-2704598

Plan number 001

Plan year 2024

ACK ID 20250616071418NAL0000388099002

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Sage Financial Group, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Sage Financial Group, LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, 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 FINANCIAL GROUP, 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

Knocking points off