How big is Sage Partners, LLC's plan?

Sage Partners, LLC's plan reported $2.5M in assets and 4 participants for 2024.

Original filing (PDF)20250513094649NAL0039667730001

Sage Partners, LLC

Name: Sage Partners, LLC — SP 401(k) Plan, Form 5500 (2024)
Creator: Sage Partners, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

SP 401(k) Plan

401(k) retirement plan · Sage Partners, LLC's SP 401(k) Plan held $2.5M in plan assets for 4 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.5M

Net assets (EOY)

$2.5M

People on this filing

Debra F. Koehler signed Sage Partners, LLC's 2024 Form 5500 as plan administrator.

Debra F. Koehler — 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 Partners, LLC's EIN is 26-1081354.

EIN 26-1081354

Plan number 001

Plan year 2024

ACK ID 20250513094649NAL0039667730001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Sage Partners, LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

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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 average account balance (91st percentile).

Plan sponsor

Name

SAGE PARTNERS, LLC

EIN

all filings

Address

1205 WEST SWANN AVENUE · TAMPA, FL · 33606

Phone

(813) 259-0044

Industry

Management of Companies / Holdings

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-05-13

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

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

2G · Total participant-directed accounts

2J · 401(k) feature

2F · ERISA section 404(c)

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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