Original filing (PDF)20240209115239NAL0021304515001

Sage Assurity Financial, Inc.

Name: Sage Assurity Financial, Inc. — Sage 401(k), Form 5500 (2023)
Creator: Sage Assurity Financial, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Sage 401(k) Retirement Plan

401(k) retirement plan · Sage Assurity Financial, Inc.'s Sage 401(k) Retirement Plan filed a Form 5500 for plan year 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

Plan identifiers

Sage Assurity Financial, Inc.'s EIN is 26-3188960.

EIN 26-3188960

Plan number 001

Plan year 2023

ACK ID 20240209115239NAL0021304515001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Sage Assurity Financial, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Sage Assurity Financial, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SAGE ASSURITY FINANCIAL, INC..

Finding similar companies…

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score