Original filing (PDF)20251014150029NAL0006469106001

SAGE GROWTH PARTNERS, LLC

Name: SAGE GROWTH PARTNERS, LLC — SAGE GROWTH PARTNERS, LLC CASH BALANCE PLAN, Form 5500 (2024)
Creator: SAGE GROWTH PARTNERS, LLC

Form 5500-SF

FILING_RECEIVED

SAGE GROWTH PARTNERS, LLC CASH BALANCE PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$1.4M

Net assets (EOY)

$1.4M

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 GROWTH PARTNERS, LLC.

Plan sponsor

Name

SAGE GROWTH PARTNERS, LLC

EIN

20-3617213

Address

711 W 40TH STREET · SUITE 153 #370 · BALTIMORE, MD · 21211

Phone

(410) 961-4383

Industry

Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-14

Pension benefit codes

1C · Cash balance or similar hybrid DB

1D · Floor-offset DB

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Professional & Technical Services plans

OLOGIC INC

OLOGIC INC 401(K) PROFIT SHARING PLAN & TRUST

$1.4M · 24 participants

KRW INTERNATIONAL, INC.

KRW INTERNATIONAL, INC. 401(K) PLAN

$1.4M · 4 participants

ODESKY CONSULTING, LLC.

O'DESKY CONSULTING, LLC. 401(K) PLAN

$1.4M · 10 participants

GRAND CANYON FAMILY MEDICINE P.C.

GRAND CANYON FAMILY MEDICINE, P.C. RETIREMENT PLAN

$1.4M · 18 participants

AMERECO INCORPORATED

AMERECO ENGINEERING 401(K) PLAN

$1.4M · 14 participants