How big is Sage Unlimited Inc.'s plan?

Sage Unlimited Inc.'s plan reported $3.0M in assets and 8 participants for 2024.

Original filing (PDF)20251002121624NAL0000473953001

Sage Unlimited Inc.

Name: Sage Unlimited Inc. — Sage Unlimited Inc. 401(k), Form 5500 (2024)
Creator: Sage Unlimited Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Sage Unlimited Inc. 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Sage Unlimited Inc.'s Sage Unlimited Inc. 401(k) Profit Sharing Plan & Trust held $3.0M in plan assets for 8 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.0M

Net assets (EOY)

$3.0M

People on this filing

Angela Rayburn signed Sage Unlimited Inc.'s 2024 Form 5500 as plan administrator.

Angela Rayburn — 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 Unlimited Inc.'s EIN is 20-3775006.

EIN 20-3775006

Plan number 002

Plan year 2024

ACK ID 20251002121624NAL0000473953001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Sage Unlimited Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Sage Unlimited Inc.'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 UNLIMITED INC.

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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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (87th percentile).

Plan sponsor

Name

SAGE UNLIMITED INC

EIN

all filings

Address

9900 SW WILSHIRE ST SUITE 170 · PORTLAND, OR · 97225

Phone

(503) 645-6800

Industry

Other Services (ex. Public Admin)

Plan administrator