How big is Sage Wealth Management LLC's plan?

Sage Wealth Management LLC's plan reported $3K in assets and 2 participants for 2024.

Original filing (PDF)20251126141046NAL0002461027001

Sage Wealth Management LLC

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

Form 5500-SF

FILING_RECEIVED

Sage Wealth Management LLC SOCA Benefit Plan

Health & welfare plan · Sage Wealth Management LLC's Sage Wealth Management LLC SOCA Benefit Plan held $3K in plan assets for 2 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$3K

Net assets (EOY)

$1K

People on this filing

Matt Appenzeller signed Sage Wealth Management LLC's 2024 Form 5500 as plan administrator.

Matt Appenzeller — 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 Wealth Management LLC's EIN is 85-1170665.

EIN 85-1170665

Plan number 501

Plan year 2024

ACK ID 20251126141046NAL0002461027001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Sage Wealth Management LLC's plan includes health coverage.

Decision-maker contacts

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

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Plan health score (directional)

Limited public data — directional only

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 35% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

n/a

Helping the score