How big is Sage Wealth Planning, LLC's plan?

Sage Wealth Planning, LLC's plan reported $223K in assets and 3 participants for 2025.

Original filing (PDF)20260428220105NAL0005599347071

Sage Wealth Planning, LLC

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

Form 5500-SF

FILING_RECEIVED

Sage Wealth Planning 401(k) Plan

401(k) retirement plan · Sage Wealth Planning, LLC's Sage Wealth Planning 401(k) Plan held $223K in plan assets for 3 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$223K

Net assets (EOY)

$223K

Plan identifiers

Sage Wealth Planning, LLC's EIN is 83-3353232.

EIN 83-3353232

Plan number 002

Plan year 2025

ACK ID 20260428220105NAL0005599347071

Official Form 5500 document

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

Download the official 2025 Form 5500 (PDF)

Plan features

Sage Wealth Planning, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, 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 WEALTH PLANNING, 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