How big is Sage Integration Holdings, LLC's plan?

Sage Integration Holdings, LLC's plan reported $5.2M in assets and 128 participants for 2025.

Original filing (PDF)20260430071441NAL0006284835001

Sage Integration Holdings, LLC

Name: Sage Integration Holdings, LLC — Sage Integration, Form 5500 (2025)
Creator: Sage Integration Holdings, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Sage Integration Holdings, LLC 401(k) Plan

401(k) retirement plan · Sage Integration Holdings, LLC's Sage Integration Holdings, LLC 401(k) Plan held $5.2M in plan assets for 128 participants in 2025.

Signals · 1

No auditor on file

Active participants

128

Accounts w/ balance

103

Plan assets (EOY)

$5.2M

Net assets (EOY)

$5.2M

People on this filing

LORI Hudnall signed Sage Integration Holdings, LLC's 2025 Form 5500 as plan administrator.

LORI Hudnall — 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 Integration Holdings, LLC's EIN is 34-1963481.

EIN 34-1963481

Plan number 001

Plan year 2025

ACK ID 20260430071441NAL0006284835001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Sage Integration Holdings, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Sage Integration Holdings, LLC'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 SAGE INTEGRATION HOLDINGS, LLC.

Finding similar companies…

Plan health score

Average plan with room to improve

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

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

No independent qualified public accountant (IQPA) named.
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (18th percentile).

Helping the score