How big is Sage Advisors, LLC's plan?

Sage Advisors, LLC's plan reported $930K in assets and 2 participants for 2024.

Original filing (PDF)20250529152129NAL0013738688001

Sage Advisors, LLC

Name: Sage Advisors, LLC — Sage Advisors, LLC 401(k) Plan, Form 5500 (2024)
Creator: Sage Advisors, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Sage Advisors, LLC 401(k) Plan

401(k) retirement plan · Sage Advisors, LLC's Sage Advisors, LLC 401(k) Plan held $930K in plan assets for 2 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$930K

Net assets (EOY)

$930K

People on this filing

Christopher James signed Sage Advisors, LLC's 2024 Form 5500 as plan administrator.

Christopher James — 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 Advisors, LLC's EIN is 47-1771919.

EIN 47-1771919

Plan number 001

Plan year 2024

ACK ID 20250529152129NAL0013738688001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Sage Advisors, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Sage Advisors, 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 ADVISORS, 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