How big is Sagemodern, Inc.'s plan?

Sagemodern, Inc.'s plan reported $2.6M in assets and 7 participants for 2024.

Original filing (PDF)20251010110425NAL0004529747013

Sagemodern, Inc.

Name: Sagemodern, Inc. — Sagemodern, Inc. Retirement, Form 5500 (2024)
Creator: Sagemodern, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Sagemodern, Inc. Retirement Savings Plan

401(k) retirement plan · Sagemodern, Inc.'s Sagemodern, Inc. Retirement Savings Plan held $2.6M in plan assets for 7 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.6M

Net assets (EOY)

$2.6M

Plan identifiers

Sagemodern, Inc.'s EIN is 27-2048209.

EIN 27-2048209

Plan number 001

Plan year 2024

ACK ID 20251010110425NAL0004529747013

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Sagemodern, Inc.'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 SAGEMODERN, INC..

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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