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Original filing (PDF)20251006140538NAL0006211168001
SAGE SOFTWARE INC.
Form 5500
FILING_RECEIVED
SAGE 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
2,030
Accounts w/ balance
3,181
Plan assets (EOY)
$432.9M
Net assets (EOY)
$432.9M
How this plan invests
This plan
4 pooled trusts
Schedule D
28 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
100
Concentration risk
100
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SAGE SOFTWARE INC..
Plan sponsor
Name
SAGE SOFTWARE INC.
EIN
54-1222526
Address
271 17TH STREET, NW BUILDING B · ATLANTA, GA · 30043
Phone
(678) 280-5000
Industry
Custom Computer Programming· Professional & Technical Servicessee 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
2025-10-06
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
2R · Participant-directed brokerage (SDBA)
Audit & trust (Schedule H)
Auditor
BAKER TILLY US, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
5 rowsOther
5| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | NONE | $238K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | NONE | $83K | — |
| MOSS ADAMS LLP | — | PASADENA, CA | NONE | $31K | — |
| NFP RETIREMENT INC | — | ALISO VIEJO, CA | NONE | $28K | — |
| QDRO CONSULTANTS COMPANY, LLC | — | MEDINA, OH | NONE | $900 | — |
Investments
23 direct securities · 4 pooled funds· $395.3M(91% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Uncategorized
$325.6M
23 holdings
Common Collective Trust
$69.7M
4 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| VANGUARD INSTITUTIONAL INDEX FUND Registered Investment Company | — | — | — | $58.4M | 13.5% | |
| BLACKROCK LIFEPATH INDEX 2035 K Registered Investment Company | — | — | — | $50.2M | 11.6% | |
| BLACKROCK LIFEPATH INDEX 2030 K Registered Investment Company | — | — | — | $44.4M | 10.3% | |
| BLACKROCK LIFEPATH INDEX 2040 K Registered Investment Company | — | — | — | $35.6M | 8.2% | |
| LARGE CAP GROWTH FUND III FEE CLASS WILMINGTON TRUST, N. A · EIN 38-4116831 / PN 509 | Common Collective Trust | — | — | $30.9M | 7.1% | |
| PUTNAM STABLE VALUE FUND PUTNAM · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $23.0M | 5.3% | |
| BLACKROCK LIFEPATH INDEX 2045 K Registered Investment Company | — | — | — | $20.9M | 4.8% | |
| BLACKROCK LIFEPATH INDEX 2050 K Registered Investment Company | — | — | — | $15.9M | 3.7% | |
| BLACKROCK LIFEPATH INDEX 2055 K Registered Investment Company | — | — | — | $11.2M | 2.6% | |
| T. ROWE PRICE VALUE I Registered Investment Company | — | — | — | $11.0M | 2.5% | |
| TCW METWEST TOTAL RETURN BOND I Registered Investment Company | — | — | — | $10.4M | 2.4% | |
| MFS MID CAP GROWTH FUND CLASS 2W MASSMUTUAL · EIN 38-4126293 / PN 000 | Common Collective Trust | — | — | $10.0M | 2.3% | |
| VANGUARD TOTAL INTL STOCK INDEX INSTL Registered Investment Company | — | — | — | $9.9M | 2.3% | |
| VANGUARD SMALL CAP INDEX ADM Registered Investment Company | — | — | — | $7.9M | 1.8% | |
| AMERICAN CENTURY SMALL CAP GROWTH R6 Registered Investment Company | — | — | — | $7.7M | 1.8% | |
| VANGUARD MID CAP INDEX ADM Registered Investment Company | — | — | — | $7.7M | 1.8% | |
| UNDISCOVERED MGRS BEHAVIORAL VALUE R6 Registered Investment Company | — | — | — | $6.8M | 1.6% | |
| VICTORY SYCAMORE ESTABLISHED VALUE I Registered Investment Company | — | — | — | $6.5M | 1.5% | |
| GREAT GRAY EUROPACIFIC GROWTH TRUST GREAT GRAY TRUST · EIN 38-7289844 / PN 000 | Common Collective Trust | — | — | $5.8M | 1.3% | |
| BLACKROCK LIFEPATH INDEX 2060 K Registered Investment Company | — | — | — | $4.3M | 1.0% | |
| SCHWAB SDB Self Directed Brokerage Accounts | — | — | — | $3.9M | 0.9% | |
| maturing through December 2048 | — | — | — | $3.7M | 0.9% | |
| VANGUARD REAL ESTATE INDEX ADMIRAL Registered Investment Company | — | — | — | $3.1M | 0.7% | |
| PGIM HIGH YIELD Z Registered Investment Company | — | — | — | $2.5M | 0.6% | |
| AMERICAN FUNDS NEW WORLD R6 Registered Investment Company | — | — | — | $2.1M | 0.5% | |
| BLACKROCK LIFEPATH INDEX 2065 K Registered Investment Company | — | — | — | $1.1M | 0.2% | |
| SCHWAB SDB ROTH Self Directed Brokerage Accounts | — | — | — | $214K | <0.1% |
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