Original filing (PDF)20250529152129NAL0013738688001

SAGE ADVISORS, LLC

Name: SAGE ADVISORS, LLC — SAGE ADVISORS, LLC 401K PLAN, Form 5500 (2024)
Creator: SAGE ADVISORS, LLC

Form 5500-SF

FILING_RECEIVED

SAGE ADVISORS, LLC 401K PLAN

401(k) retirement plan

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$930K

Net assets (EOY)

$930K

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

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (100th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SAGE ADVISORS, LLC.

Plan sponsor

Name

SAGE ADVISORS, LLC

EIN

47-1771919

Address

8473 FM 902 · COLLINSVILLE, TX · 76233

Phone

(214) 455-9577

Industry

Wholesale Tradesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-05-29

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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