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

Sage Wealth Partners, LLC's plan reported $454K in assets and 5 participants for 2024.

Original filing (PDF)20250623145014NAL0008788768001

Sage Wealth Partners, LLC

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

Form 5500-SF

FILING_RECEIVED

Sage Wealth Partners, LLC 401(k) Plan

401(k) retirement plan · Sage Wealth Partners, LLC's Sage Wealth Partners, LLC 401(k) Plan held $454K in plan assets for 5 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$454K

Net assets (EOY)

$454K

Plan identifiers

Sage Wealth Partners, LLC's EIN is 84-3391079.

EIN 84-3391079

Plan number 001

Plan year 2024

ACK ID 20250623145014NAL0008788768001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Sage Wealth Partners, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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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 (85th percentile).

Plan sponsor

Name

SAGE WEALTH PARTNERS, LLC

EIN

all filings

Address

75 PORTSMOUTH BLVD · SUITE 120B · PORTSMOUTH, NH · 03801

Phone

(603) 294-4121

Industry

Finance & Insurance

Plan administrator