How big is Sage Instruments, Inc.'s plan?

Sage Instruments, Inc.'s plan reported $3.8M in assets and 6 participants for 2024.

Original filing (PDF)20250808173252NAL0004913313001

Sage Instruments, Inc.

Name: Sage Instruments, Inc. — Sage Instruments, Inc., Form 5500 (2024)
Creator: Sage Instruments, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Sage Instruments, Inc. Employee Savings and Retirement Plan

401(k) retirement plan · Sage Instruments, Inc.'s Sage Instruments, Inc. Employee Savings and Retirement Plan held $3.8M in plan assets for 6 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.8M

Net assets (EOY)

$3.8M

Plan identifiers

Sage Instruments, Inc.'s EIN is 77-0065832.

EIN 77-0065832

Plan number 001

Plan year 2024

ACK ID 20250808173252NAL0004913313001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Sage Instruments, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (95th percentile).

Plan sponsor

Name

SAGE INSTRUMENTS, INC.

EIN

all filings

Address

135 AVIATION WAY, · SUITE 19 · WATSONVILLE, CA · 95076

Phone

(831) 761-1000

Industry

Manufacturing

Plan administrator