How big is Sagemint Wealth's plan?

Sagemint Wealth's plan reported $769K in assets and 5 participants for 2024.

Original filing (PDF)20250906001134NAL0017625937001

Sagemint Wealth

Name: Sagemint Wealth — Sagemint Wealth 401(k) Profit, Form 5500 (2024)
Creator: Sagemint Wealth
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Sagemint Wealth 401(k) Profit Sharing Plan

401(k) retirement plan · Sagemint Wealth's Sagemint Wealth 401(k) Profit Sharing Plan held $769K in plan assets for 5 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$769K

Net assets (EOY)

$769K

People on this filing

ANH TRAN signed Sagemint Wealth's 2024 Form 5500 as plan administrator.

ANH TRAN — 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

Sagemint Wealth's EIN is 81-4823905.

EIN 81-4823905

Plan number 004

Plan year 2024

ACK ID 20250906001134NAL0017625937001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Sagemint Wealth's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a self-directed brokerage window.

Decision-maker contacts

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

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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