How big is Sage Growth Partners, LLC's plan?

Sage Growth Partners, LLC's plan reported $5.7M in assets and 26 participants for 2024.

Original filing (PDF)20251010104844NAL0018284738003

Sage Growth Partners, LLC

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

Form 5500-SF

FILING_RECEIVED

Sage Growth Partners, LLC 401(k) Profit Sharing Plan

401(k) retirement plan · Sage Growth Partners, LLC's Sage Growth Partners, LLC 401(k) Profit Sharing Plan held $5.7M in plan assets for 26 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$5.7M

Net assets (EOY)

$5.7M

People on this filing

Jeremy J. Schira signed Sage Growth Partners, 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 Growth Partners, LLC's EIN is 20-3617213.

EIN 20-3617213

Plan number 001

Plan year 2024

ACK ID 20251010104844NAL0018284738003

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Sage Growth Partners, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, 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 GROWTH PARTNERS, 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

Helping the score