How big is Saige Partners' plan?

Saige Partners' plan reported $320K in assets and 65 participants for 2025.

Original filing (PDF)20260223112508NAL0001097041001

Saige Partners

Name: Saige Partners — Form 5500 (2025)
Creator: Saige Partners
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Saige Partners

401(k) retirement plan · Saige Partners held $320K in plan assets for 65 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$320K

Net assets (EOY)

$320K

Plan identifiers

Saige Partners' EIN is 81-4464766.

EIN 81-4464766

Plan number 001

Plan year 2025

ACK ID 20260223112508NAL0001097041001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Saige Partners from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Saige Partners' 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 SAIGE PARTNERS.

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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

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (6th percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Plan sponsor

Name

SAIGE PARTNERS

EIN

all filings

Address

3129 DUBUQUE ST., NE · IOWA CITY, IA · 52240

Phone

(319) 343-1636

Industry

Admin Support & Waste Mgmt

Plan administrator

Name

THE FINWAY GROUP, LLC

EIN

42-1468222

City

WEST DES MOINES, IA

Phone

(515) 226-0974

Plan characteristics

Plan number

001

Plan year

2025

Plan year begin

2025-01-01

Tax period

2025-12-31

Filed

2026-02-23

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2G · Total participant-directed accounts

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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