How big is Sun Sage LLC's plan?

Sun Sage LLC's plan reported $434K in assets and 124 participants for 2024.

Original filing (PDF)20251015154855NAL0010137778001

Sun Sage LLC

Name: Sun Sage LLC — Sun Sage LLC 401(k) Plan, Form 5500 (2024)
Creator: Sun Sage LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Sun Sage LLC 401(k) Plan

401(k) retirement plan · Sun Sage LLC's Sun Sage LLC 401(k) Plan held $434K in plan assets for 124 participants in 2024.

Signals · 1

No auditor on file

Active participants

124

Accounts w/ balance

Plan assets (EOY)

$434K

Net assets (EOY)

$434K

People on this filing

Heather Everson signed Sun Sage LLC's 2024 Form 5500 as plan administrator.

Heather Everson — 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

Sun Sage LLC's EIN is 85-1293919.

EIN 85-1293919

Plan number 001

Plan year 2024

ACK ID 20251015154855NAL0010137778001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Sun Sage 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 SUN SAGE LLC.

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Plan health score

Average plan with room to improve

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

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

No independent qualified public accountant (IQPA) named.
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (16th percentile).

Helping the score