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Original filing (PDF)20250926082546NAL0009191953001
SAGE THERAPEUTICS, INC.
Form 5500
FILING_RECEIVED
SAGE 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
352
Accounts w/ balance
708
Plan assets (EOY)
$79.9M
Net assets (EOY)
$79.9M
How this plan invests
This plan
4 pooled trusts
Schedule D
31 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SAGE THERAPEUTICS, INC..
Plan sponsor
Name
SAGE THERAPEUTICS, INC.
EIN
27-4486580
Address
55 CAMBRIDGE PKWY · CAMBRIDGE, MA · 021421234
Phone
(339) 232-2554
Industry
Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-26
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
BAKER TILLY US
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsTPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $95K | — |
Investments
29 direct securities · 4 pooled funds· $127.0M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Uncategorized
$65.5M
28 holdings
Common Collective Trust
$51.6M
4 holdings
Mutual Funds
$9.9M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| AMERICAN CENT IN RET TRUST III GLOBAL TRUST COMPANY · EIN 30-6406015 / PN 001 | Common Collective Trust | — | — | $47.0M | 58.8% | |
| Vanguard Large Cap Index Admiral Fund N/R | Mutual Funds | — | — | $9.9M | 12.4% | |
| Collective Trusts American Century American Century Retirement Date 2040 Trust III N/R | — | — | — | $9.1M | 11.4% | |
| American Century American Century Retirement Date 2045 Trust III N/R | — | — | — | $8.0M | 10.1% | |
| American Century American Century Retirement Date 2035 Trust III N/R | — | — | — | $7.7M | 9.7% | |
| American Century American Century Retirement Date 2055 Trust III N/R | — | — | — | $6.5M | 8.2% | |
| American Century American Century Retirement Date 2050 Trust III N/R | — | — | — | $6.4M | 8.0% | |
| American Century American Century Retirement Date 2030 Trust III N/R | — | — | — | $4.8M | 5.9% | |
| LARGE CAP GRWTH FD III CL R1 GREAT GRAY TRUST COMPANY · EIN 38-7275327 / PN 001 | Common Collective Trust | — | — | $3.8M | 4.7% | |
| JP Morgan JP Morgan Equity Income R6 Fund N/R | — | — | — | $2.5M | 3.2% | |
| Vanguard Mid Cap Index Admiral Fund N/R | — | — | — | $2.3M | 2.9% | |
| Vanguard Small Cap Index Admiral Fund N/R | — | — | — | $2.1M | 2.6% | |
| American Century American Century Retirement Date 2060 Trust III N/R | — | — | — | $2.0M | 2.5% | |
| American Century American Century Retirement Date 2025 Trust III N/R | — | — | — | $1.8M | 2.3% | |
| Vanguard Federal Money Market Investor Fund N/R | — | — | — | $1.6M | 2.0% | |
| Pioneer Bond K Fund N/R | — | — | — | $1.6M | 2.0% | |
| Vanguard Total International Stock Index Admiral Fund N/R | — | — | — | $1.4M | 1.8% | |
| Carillon Eagle Mid Cap Growth R6 Fund N/R | — | — | — | $1.0M | 1.3% | |
| Victory Sycamore Victory Sycamore Established Value R6 Fund N/R | — | — | — | $968K | 1.2% | |
| Janus Henderson Janus Henderson Triton N Fund N/R | — | — | — | $932K | 1.2% | |
| Pioneer Strategic Income K Fund N/R | — | — | — | $786K | 1.0% | |
| Allspring Special Small Cap Value R6 Fund N/R | — | — | — | $781K | 1.0% | |
| DFA Inflation Protected Securities I Fund N/R | — | — | — | $750K | 0.9% | |
| COLUMBIA OVERSEAS VAL CIT CL R GREAT GRAY TRUST COMPANY · EIN 38-4126285 / PN 589 | Common Collective Trust | — | — | $511K | 0.6% | |
| American Century American Century Income Retirement Trust III N/R | — | — | — | $500K | 0.6% | |
| Participant Loans Notes receivable from participants, with interest rates ranging $0 | — | — | — | $425K | 0.5% | |
| Principal Real Estate Securities R6 Fund N/R | — | — | — | $414K | 0.5% | |
| Great Gray Great Gray EuroPacific Growth Trust Class R1 N/R | — | — | — | $413K | 0.5% | |
| GREATGRAY EURO GROWTH R1 GREAT GRAY TRUST COMPANY · EIN 38-7289844 / PN 001 | Common Collective Trust | — | — | $413K | 0.5% | |
| American Funds American Funds New World R6 Fund N/R | — | — | — | $333K | 0.4% | |
| American Century American Century Retirement Date 2065 Trust III N/R | — | — | — | $130K | 0.2% | |
| (E) | — | — | — | $18K | <0.1% | |
| American Funds American Funds EuroPacific Growth R6 Fund N/R | — | — | — | $18K | <0.1% |
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