How big is Sage Advisory Services, Ltd. Co.'s plan?

Sage Advisory Services, Ltd. Co.'s plan reported $20.8M in assets and 61 participants for 2024.

Original filing (PDF)20250718110821NAL0000817667001

Sage Advisory Services, Ltd. Co.

Name: Sage Advisory Services, Ltd. Co. — Sage Advisory, Form 5500 (2024)
Creator: Sage Advisory Services, Ltd. Co.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Sage Advisory Services, Ltd. Co. 401(k) Plan

401(k) retirement plan · Sage Advisory Services, Ltd. Co.'s Sage Advisory Services, Ltd. Co. 401(k) Plan held $20.8M in plan assets for 61 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$20.8M

Net assets (EOY)

$20.8M

People on this filing

John Slais signed Sage Advisory Services, Ltd. Co.'s 2024 Form 5500 as plan administrator.

John Slais — 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 Advisory Services, Ltd. Co.'s EIN is 74-2798841.

EIN 74-2798841

Plan number 001

Plan year 2024

ACK ID 20250718110821NAL0000817667001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Sage Advisory Services, Ltd. Co. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Sage Advisory Services, Ltd. Co.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, 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 ADVISORY SERVICES, LTD. CO..

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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

Knocking points off