How big is Stage Wealth Management, Inc.'s plan?

Stage Wealth Management, Inc.'s plan reported $208K in assets and 2 participants for 2025.

Original filing (PDF)20260202094413NAL0000600099001

Stage Wealth Management, Inc.

Name: Stage Wealth Management, Inc. — Stage Wealth, Form 5500 (2025)
Creator: Stage Wealth Management, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Stage Wealth Management 401(k) Plan

401(k) retirement plan · Stage Wealth Management, Inc.'s Stage Wealth Management 401(k) Plan held $208K in plan assets for 2 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$208K

Net assets (EOY)

$208K

Plan identifiers

Stage Wealth Management, Inc.'s EIN is 88-1146139.

EIN 88-1146139

Plan number 001

Plan year 2025

ACK ID 20260202094413NAL0000600099001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Stage Wealth Management, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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

Finding similar companies…

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