How big is Sageview CRE Services, LLC's plan?

Sageview CRE Services, LLC's plan reported $43K in assets and 12 participants for 2025.

Original filing (PDF)20260505220233NAL0001443841024

Sageview CRE Services, LLC

Name: Sageview CRE Services, LLC — Sageview CRE Services, Form 5500 (2025)
Creator: Sageview CRE Services, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Sageview CRE Services, LLC 401(k) Plan

401(k) retirement plan · Sageview CRE Services, LLC's Sageview CRE Services, LLC 401(k) Plan held $43K in plan assets for 12 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$43K

Net assets (EOY)

$43K

Plan identifiers

Sageview CRE Services, LLC's EIN is 33-2465571.

EIN 33-2465571

Plan number 001

Plan year 2025

ACK ID 20260505220233NAL0001443841024

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Sageview CRE Services, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Sageview CRE Services, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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Plan health score

Above-average plan

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