· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
SAGE VENTURES, LLC — SAGE VENTURES, LLC 401(K) PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250314155233NAL0044825442001
SAGE VENTURES, LLC
Form 5500-SF
FILING_RECEIVED
SAGE VENTURES, LLC 401(K) PLAN
401(k) retirement plan
Active participants
108
Accounts w/ balance
93
Plan assets (EOY)
$961K
Net assets (EOY)
$961K
Plan health score (directional)
86
/ 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
90
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
SAGE VENTURES, LLC
.
Find decision makers
Plan sponsor
Name
SAGE VENTURES, LLC
EIN
35-2646354
Address
1777 REISTERSTOWN RD E BUILDING · SUITE 245 · PIKESVILLE, MD · 21208
Phone
(443) 776-4200
Industry
Real Estate
see all
Plan administrator
Name
ADMINISTRATIVE GROUP, LLC DBA TAG RESOURCES
EIN
42-1484983
City
KNOXVILLE, TN
Phone
(865) 670-1844
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-03-14
Pension benefit codes
2E · Profit-sharing
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2G · Total participant-directed accounts
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
2T · Default investment account (QDIA)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Real Estate plans
GN DIVERSIFIED ASSOCIATES
GN ASSOCIATES RETIREMENT PLAN
$961K · 16 participants
D & L STUDIO TRANSPORTATION, INC.
D & L STUDIO TRANSPORTATION, INC. CASH BALANCE PLAN
$961K · 3 participants
CAPSTONE MULTIFAMILY GROUP
CAPSTONE MULTIFAMILY GROUP 401(K) PROFIT SHARING PLAN AND TRUST
$963K · 46 participants
VENTURES DEVELOPMENT GROUP, LLC
VENTURES DEVELOPMENT GROUP CASH BALANCE PLAN
$957K · 6 participants
ANNE AND NATE, LLC
ANNE AND NATE, LLC CASH BALANCE PLAN
100
Knocking points off
No IQPA named; plan is in the 80-120 transition zone — may be filing as small.
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
$957K · 3 participants
FIREFLY REAL ESTATE, LLC
FIREFLY REAL ESTATE, LLC 401(K) RETIREMENT PLAN
$965K · 4 participants
Large plans in Maryland
LOCKHEED MARTIN CORPORATION
LMC DEFINED CONTRIBUTION MASTER TRUST
$56.1B
LOCKHEED MARTIN CORPORATION
LOCKHEED MARTIN CORPORATION SALARIED SAVINGS PLAN
$51.4B · 94,445 participants
T. ROWE PRICE TRUST COMPANY
T. ROWE PRICE INSTITUTIONAL COMMON TRUST FUND, T. ROWE PRICE GROWTH STOCK TRUST
$36.0B
T. ROWE PRICE TRUST COMPANY
T.ROWE PRICE STRATEGIC COMMON TRUST FUND, T.ROWE PRICE RETIREMENT 2040 TRUST
$35.2B
T. ROWE PRICE TRUST COMPANY
T.ROWE PRICE STRATEGIC COMMON TRUST FUND, T.ROWE PRICE RETIREMENT 2030 TRUST
$35.0B
T. ROWE PRICE TRUST COMPANY
T.ROWE PRICE STRATEGIC COMMON TRUST FUND, T.ROWE PRICE U.S. VALUE EQUITY TRUST
$32.2B