How big is Sagemark Consulting's plan?

Sagemark Consulting's plan reported $421K in assets and 4 participants for 2023.

Original filing (PDF)20240713050545NAL0039723682001

Sagemark Consulting

Name: Sagemark Consulting — Sagemark Consulting 401(k), Form 5500 (2023)
Creator: Sagemark Consulting
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Sagemark Consulting 401(k)

401(k) retirement plan · Sagemark Consulting's Sagemark Consulting 401(k) held $421K in plan assets for 4 participants in 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

$421K

Net assets (EOY)

$421K

People on this filing

TARA Blair signed Sagemark Consulting's 2023 Form 5500 as plan administrator.

TARA Blair — 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

Sagemark Consulting's EIN is 20-3144788.

EIN 20-3144788

Plan number 001

Plan year 2023

ACK ID 20240713050545NAL0039723682001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Sagemark Consulting from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Sagemark Consulting's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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

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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