How big is Sage Strategies LLC's plan?

Sage Strategies LLC's plan reported $155K in assets and 16 participants for 2025.

Original filing (PDF)20260430220446NAL0000222627058

Sage Strategies LLC

Name: Sage Strategies LLC — Sage Strategies LLC 401(k), Form 5500 (2025)
Creator: Sage Strategies LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Sage Strategies LLC 401(k) Plan

401(k) retirement plan · Sage Strategies LLC's Sage Strategies LLC 401(k) Plan held $155K in plan assets for 16 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$155K

Net assets (EOY)

$155K

People on this filing

Elantha Barry signed Sage Strategies LLC's 2025 Form 5500 as plan administrator.

Elantha Barry — 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 Strategies LLC's EIN is 37-2004028.

EIN 37-2004028

Plan number 001

Plan year 2025

ACK ID 20260430220446NAL0000222627058

Official Form 5500 document

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

Download the official 2025 Form 5500 (PDF)

Plan features

Sage Strategies LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, 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 STRATEGIES LLC.

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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