How big is Sage Mountain Advisors, LLC's plan?

Sage Mountain Advisors, LLC's plan reported $2.8M in assets and 28 participants for 2025.

Original filing (PDF)20260513125059NAL0015336578001

Sage Mountain Advisors, LLC

Name: Sage Mountain Advisors, LLC — Sage Mountain, Form 5500 (2025)
Creator: Sage Mountain Advisors, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Sage Mountain Advisors, LLC 401(k)/Profit Sharing Plan

401(k) retirement plan · Sage Mountain Advisors, LLC's Sage Mountain Advisors, LLC 401(k)/Profit Sharing Plan held $2.8M in plan assets for 28 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.8M

Net assets (EOY)

$2.8M

People on this filing

LISA Bennett signed Sage Mountain Advisors, LLC's 2025 Form 5500 as plan administrator.

LISA Bennett — 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 Mountain Advisors, LLC's EIN is 83-2064784.

EIN 83-2064784

Plan number 001

Plan year 2025

ACK ID 20260513125059NAL0015336578001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Sage Mountain Advisors, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Sage Mountain Advisors, LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a self-directed brokerage window, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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