How big is Sage Pension Resources' plan?

Sage Pension Resources' plan reported $1.6M in assets and 2 participants for 2024.

Original filing (PDF)20251013123201NAL0002883234001

Sage Pension Resources

Name: Sage Pension Resources — Sage Pension Resources, Form 5500 (2024)
Creator: Sage Pension Resources
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Sage Pension Resources Profit Sharing Plan

401(k) retirement plan · Sage Pension Resources' Sage Pension Resources Profit Sharing Plan held $1.6M in plan assets for 2 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.6M

Net assets (EOY)

$1.6M

People on this filing

Mike Morhun signed Sage Pension Resources' 2024 Form 5500 as plan administrator.

Mike Morhun — 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 Pension Resources' EIN is 26-4419530.

EIN 26-4419530

Plan number 001

Plan year 2024

ACK ID 20251013123201NAL0002883234001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Sage Pension Resources' plan includes profit-sharing, 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 PENSION RESOURCES.

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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score