How big is Sage Commercial Advisors, LLC's plan?

Sage Commercial Advisors, LLC's plan reported $2.4M in assets and 4 participants for 2025.

Original filing (PDF)20260213173640NAL0001988434001

Sage Commercial Advisors, LLC

Name: Sage Commercial Advisors, LLC — Sage Commercial, Form 5500 (2025)
Creator: Sage Commercial Advisors, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Sage Commercial Advisors 401(k) Plan

401(k) retirement plan · Sage Commercial Advisors, LLC's Sage Commercial Advisors 401(k) Plan held $2.4M in plan assets for 4 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.4M

Net assets (EOY)

$2.4M

Plan identifiers

Sage Commercial Advisors, LLC's EIN is 20-4551438.

EIN 20-4551438

Plan number 001

Plan year 2025

ACK ID 20260213173640NAL0001988434001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Sage Commercial Advisors, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Sage Commercial Advisors, LLC's plan includes profit-sharing, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SAGE COMMERCIAL ADVISORS, 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