How big is The Sage Group Inc.'s plan?

The Sage Group Inc.'s plan reported $6.2M in assets and 33 participants for 2022.

Original filing (PDF)20230919131739NAL0000335427001

The Sage Group Inc.

Name: The Sage Group Inc. — The Sage Group Inc. 401(k), Form 5500 (2022)
Creator: The Sage Group Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

The Sage Group Inc. 401(k) Plan

401(k) retirement plan · The Sage Group Inc.'s The Sage Group Inc. 401(k) Plan held $6.2M in plan assets for 33 participants in 2022.

Active participants

Accounts w/ balance

Plan assets (EOY)

$6.2M

Net assets (EOY)

$6.2M

People on this filing

Leanne Barbin signed The Sage Group Inc.'s 2022 Form 5500 as plan administrator.

Leanne Barbin — 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

The Sage Group Inc.'s EIN is 84-0976649.

EIN 84-0976649

Plan number 001

Plan year 2022

ACK ID 20230919131739NAL0000335427001

Official Form 5500 document

Download the official 2022 Form 5500 (PDF) for The Sage Group Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2022 Form 5500 (PDF)

Plan features

The Sage Group Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), automatic enrollment.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for THE SAGE GROUP INC..

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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