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THE SAGE CENTER FOR LEARNING, INC. — SAGE SCHOOL 403(B) TAX DEFERRED ANNUITY PLAN, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20251009101512NAL0003814115001
THE SAGE CENTER FOR LEARNING, INC.
Form 5500-SF
FILING_RECEIVED
SAGE SCHOOL 403(B) TAX DEFERRED ANNUITY PLAN
403(b) retirement plan
Signals · 1
Late filing · 100.8 mo
Active participants
28
Accounts w/ balance
45
Plan assets (EOY)
$1.5M
Net assets (EOY)
$1.5M
Plan health score (directional)
81
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
75
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
THE SAGE CENTER FOR LEARNING, INC.
.
Find decision makers
Plan sponsor
Name
THE SAGE CENTER FOR LEARNING, INC.
EIN
22-3058494
Address
171 MECHANIC ST · FOXBORO, MA · 020351580
Phone
(508) 543-9619
Industry
Educational Services
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2015-07-01
Tax period
2016-06-30
Filed
2025-10-09
Pension benefit codes
2L · 403(b)(1) annuity
2F · ERISA section 404(c)
2G · Total participant-directed accounts
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
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Knocking points off
Filed 100.8 months past the 10.5-month grace window.
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
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