Original filing (PDF)20250702135914NAL0031727906001

SGC Insurance Brokeragellc, DBA Sagecrest Wealth Management

Name: SGC Insurance Brokeragellc, DBA Sagecrest Wealth Management — Form 5500 Plan 001 (2024)
Creator: SGC Insurance Brokeragellc, DBA Sagecrest Wealth Management
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Sagecrest Wealth Management 401(k) Plan

401(k) retirement plan · SGC Insurance Brokeragellc, DBA Sagecrest Wealth Management's Sagecrest Wealth Management 401(k) Plan held $1.7M in plan assets for 7 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.7M

Net assets (EOY)

$1.7M

People on this filing

Plan Sponsor signed SGC Insurance Brokeragellc, DBA Sagecrest Wealth Management's 2024 Form 5500 as plan administrator.

Plan Sponsor — 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

SGC Insurance Brokeragellc, DBA Sagecrest Wealth Management's EIN is 27-3100395.

EIN 27-3100395

Plan number 001

Plan year 2024

ACK ID 20250702135914NAL0031727906001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for SGC Insurance Brokeragellc, DBA Sagecrest Wealth Management from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

SGC Insurance Brokeragellc, DBA Sagecrest Wealth Management's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SGC INSURANCE BROKERAGELLC, DBA SAGECREST WEALTH MANAGEMENT.

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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 account-holder ratio — balance-holders per active participant in the top 15% of peers (85th percentile).

Plan sponsor

Name

SGC INSURANCE BROKERAGELLC, DBA SAGECREST WEALTH MANAGEMENT

EIN

all filings

Address

1510 FASHION ISLAND BOULEVARD SUITE · SAN MATEO, CA · 94404

Phone

(650) 227-0344

Industry

Finance & Insurance

Plan administrator