Sage ATC Environmental Consulting LLC's EIN is 81-2113561.
Download the official 2024 Form 5500 (PDF) for Sage ATC Environmental Consulting LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Sage ATC Environmental Consulting LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RETIREMENT ADVISORS, LLC | 30-0490764 | — | NONE | $30K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RETIREMENT HORIZONS INC. | 76-0551734 | — | NONE | $60K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| s * Charles Schwab S&P 500 Index Fund N/R | Mutual Funds | — | — | $2.7M | 12.8% | |
| Primecap Odyssey Growth Fund N/R | Mutual Funds | — | — | $1.9M | 9.1% | |
| Baron Growth Institutional Fund N/R | Other securities | — | — | $1.9M | 9.1% | |
| Money Market Fund * Charles Schwab Retirement Advantage Money Fund N/R | Mutual Funds | — | — | $1.9M | 8.9% | |
| Vanguard Small Cap Index Admiral Fund N/R | Mutual Funds | — | — | $1.3M | 6.4% | |
| Vanguard Target Retirement 2055 Fund I N/R | Mutual Funds | — | — | $1.3M | 6.3% | |
| Securities Fund I MFS Value Fund R4 N/R | Mutual Funds | — | — | $1.2M | 5.7% | |
| Westwood S Mid Cap Fund I N/R | Other securities | — | — | $878K | 4.2% | |
| Vanguard Target Retirement 2050 Fund I N/R | Mutual Funds | — | — | $868K | 4.2% | |
| Dodge & Cox Dodge & Cox Intl Stock Fund N/R | Mutual Funds | — | — | $854K | 4.1% | |
| Vanguard Target Retirement 2015 Fund I N/R | Mutual Funds | — | — | $776K | 3.7% | |
| Oakmark Equity & Income Fund I N/R | Other securities | — | — | $654K | 3.1% | |
| Vanguard Target Retirement 2045 Fund I N/R | Mutual Funds | — | — | $606K | 2.9% | |
| Metropolitan West Metropolitan West Total Return Fund N/R | Other securities | — | — | $482K | 2.3% | |
| Wells Farbo Wells Fargo Advantage Government N/R | Other securities | — | — | $466K | 2.2% | |
| Oppenheimer Developing Markets Fund Y N/R | Mutual Funds | — | — | $457K | 2.2% | |
| Ivy Asset Strategy Fund A N/R | Other securities | — | — | $429K | 2.1% | |
| Vanguard Target Retirement 2030 Fund I N/R | Mutual Funds | — | — | $370K | 1.8% | |
| Vanguard Target Retirement 2035 Fund I N/R | Mutual Funds | — | — | $336K | 1.6% | |
| Participant Loans * Participant Loans Interest rates: 4.25% to 10% $0 | Bonds / Notes | — | — | $297K | 1.4% | |
| Vanguard Target Retirement 2040 Fund I N/R | Mutual Funds | — | — | $285K | 1.4% | |
| Vanguard Target Retirement 2020 Fund I N/R | Mutual Funds | — | — | $260K | 1.2% | |
| Self-Directed Brokerage Account * Charles Schwab Bank Personal Choice Retirement Account N/R | Self-Directed Brokerage | — | — | $221K | 1.1% | |
| MORLEY STABLE VALUE FUND UNION BOND & TRUST COMPANY · EIN 93-6274329 / PN 001 | Common Collective Trust | — | — | $221K | 1.1% | |
| Vanguard Target Retirement 2025 Fund I N/R | Mutual Funds | — | — | $201K | 1.0% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
