How big is Sage Financial, LLC's plan?

Sage Financial, LLC's plan reported $2.0M in assets and 3 participants for 2024.

Original filing (PDF)20250617094605NAL0003498066001

Sage Financial, LLC

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

Form 5500-SF

FILING_RECEIVED

Sage Financial 401(k) Plan

401(k) retirement plan · Sage Financial, LLC's Sage Financial 401(k) Plan held $2.0M in plan assets for 3 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.0M

Net assets (EOY)

$2.0M

People on this filing

Daniel Crocker signed Sage Financial, LLC's 2024 Form 5500 as plan administrator.

Daniel Crocker — 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 Financial, LLC's EIN is 26-4216040.

EIN 26-4216040

Plan number 001

Plan year 2024

ACK ID 20250617094605NAL0003498066001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Sage Financial, 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 FINANCIAL, 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