How big is Sagient Insurance and Financial Services, Inc.'s plan?

Sagient Insurance and Financial Services, Inc.'s plan reported $1.1M in assets and 17 participants for 2025.

Original filing (PDF)20260520162640NAL0002576016001

Sagient Insurance and Financial Services, Inc.

Name: Sagient Insurance and Financial Services, Inc. — Form 5500 Plan 001 (2025)
Creator: Sagient Insurance and Financial Services, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Sagient 401(k) Plan

401(k) retirement plan · Sagient Insurance and Financial Services, Inc.'s Sagient 401(k) Plan held $1.1M in plan assets for 17 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.1M

Net assets (EOY)

$1.1M

Plan identifiers

Sagient Insurance and Financial Services, Inc.'s EIN is 81-0919801.

EIN 81-0919801

Plan number 001

Plan year 2025

ACK ID 20260520162640NAL0002576016001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Sagient Insurance and Financial Services, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Sagient Insurance and Financial Services, Inc.'s plan includes ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SAGIENT INSURANCE AND FINANCIAL SERVICES, INC..

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Plan health score

Above-average plan

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