Jeffrey Schultz signed Sage Wealth Advisory, LLC's 2025 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Sage Wealth Advisory, LLC's EIN is 92-1716573.
Download the official 2025 Form 5500 (PDF) for Sage Wealth Advisory, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2025 Form 5500 (PDF)Sage Wealth Advisory, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment.
