· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
SAGE INSTRUMENTS, INC. — SAGE INSTRUMENTS, INC. EMPLOYEE SAVINGS AND RETIREMENT PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250808173252NAL0004913313001
SAGE INSTRUMENTS, INC.
Form 5500-SF
FILING_RECEIVED
SAGE INSTRUMENTS, INC. EMPLOYEE SAVINGS AND RETIREMENT PLAN
401(k) retirement plan
Active participants
6
Accounts w/ balance
13
Plan assets (EOY)
$3.8M
Net assets (EOY)
$3.8M
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
SAGE INSTRUMENTS, INC.
.
Find decision makers
Plan sponsor
Name
SAGE INSTRUMENTS, INC.
EIN
77-0065832
Address
135 AVIATION WAY, · SUITE 19 · WATSONVILLE, CA · 95076
Phone
(831) 761-1000
Industry
Manufacturing
see 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
2025-08-08
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
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
Related plans
Similar-size Manufacturing plans
DEAN TECHNOLOGY, INC.
DEAN TECHNOLOGY 401(K) PROFIT SHARING PLAN
$3.8M · 13 participants
M&G ELECTRONICS SALES CORP.
M&G ELECTRONICS 401(K) PLAN
$3.8M · 16 participants
EAO SWITCH CORPORATION
EAO SWITCH CORPORATION 401(K) INCENTIVE SAVINGS PLAN
$3.8M · 31 participants
NORMANDY MACHINE COMPANY INC
NORMANDY MACHINE COMPANY 401(K) RETIREMENT SAVINGS PLAN
$3.8M · 54 participants
INTELLIGENT VIDEO SOLUTIONS
IVS SAVINGS AND RETIREMENT PLAN
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
$3.8M · 52 participants
APPLIED WIRELESS INC.
APPLIED WIRELESS, INC. 401(K) P/S PLAN
$3.7M · 10 participants
Large plans in California
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND
$215.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND E
$190.9B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND F
$188.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
RUSSELL 1000 INDEX FUND
$187.7B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
CASH EQUIVALENT FUND II
$125.0B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
BLACKROCK MSCI ACWI EX-US IMI INDEX FUND E
$88.3B
