How big is Sage Investments LLC's plan?

Sage Investments LLC's plan reported $776K in assets and 6 participants for 2024.

Original filing (PDF)20250613144242NAL0015738419001

Sage Investments LLC

Name: Sage Investments LLC — Sage Investments 401(k) Plan, Form 5500 (2024)
Creator: Sage Investments LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Sage Investments 401(k) Plan

401(k) retirement plan · Sage Investments LLC's Sage Investments 401(k) Plan held $776K in plan assets for 6 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$776K

Net assets (EOY)

$776K

People on this filing

Jonathan JOSH Sheard signed Sage Investments LLC's 2024 Form 5500 as plan administrator.

Jonathan JOSH Sheard — 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 Investments LLC's EIN is 81-0862399.

EIN 81-0862399

Plan number 001

Plan year 2024

ACK ID 20250613144242NAL0015738419001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Sage Investments LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction.

Decision-maker contacts

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

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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