How big is Sage Advisors, LLC's plan?

Sage Advisors, LLC's plan reported $2.0M in assets and 9 participants for 2024.

Original filing (PDF)20250605131858NAL0020428064003

Sage Advisors, LLC

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

Form 5500-SF

FILING_RECEIVED

Sage Advisors, LLC 401(k) Profit Sharing Plan

401(k) retirement plan · Sage Advisors, LLC's Sage Advisors, LLC 401(k) Profit Sharing Plan held $2.0M in plan assets for 9 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.0M

Net assets (EOY)

$2.0M

People on this filing

Jordan Cole signed Sage Advisors, LLC's 2024 Form 5500 as plan administrator.

Jordan Cole — 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 Advisors, LLC's EIN is 91-2096023.

EIN 91-2096023

Plan number 001

Plan year 2024

ACK ID 20250605131858NAL0020428064003

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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

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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