How big is Sage Holding Group Services, LLC's plan?

Sage Holding Group Services, LLC's plan reported $2.6M in assets and 46 participants for 2024.

Original filing (PDF)20250523070040NAL0003177345001

Sage Holding Group Services, LLC

Name: Sage Holding Group Services, LLC — Sage Holding, Form 5500 (2024)
Creator: Sage Holding Group Services, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Sage Holding 401(k) Profit Sharing Plan and Trust

401(k) retirement plan · Sage Holding Group Services, LLC's Sage Holding 401(k) Profit Sharing Plan and Trust held $2.6M in plan assets for 46 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.6M

Net assets (EOY)

$2.6M

Plan identifiers

Sage Holding Group Services, LLC's EIN is 83-4507688.

EIN 83-4507688

Plan number 001

Plan year 2024

ACK ID 20250523070040NAL0003177345001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Sage Holding Group Services, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Sage Holding Group Services, LLC's 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 SAGE HOLDING GROUP SERVICES, 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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (87th percentile).

Plan sponsor

Name

SAGE HOLDING GROUP SERVICES, LLC

EIN

all filings

Address

11309 HIGHLAND LAKES POINT · NORTHPORT, AL · 35475

Phone

(225) 573-4518

Industry

Retail Trade

Plan administrator