How big is The Sage Group, LLC's plan?

The Sage Group, LLC's plan reported $6.1M in assets and 7 participants for 2024.

Original filing (PDF)20251011212139NAL0004896915001

The Sage Group, LLC

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

Form 5500-SF

FILING_RECEIVED

The Sage Group, LLC Profit Sharing Plan

Defined-contribution retirement plan · The Sage Group, LLC's The Sage Group, LLC Profit Sharing Plan held $6.1M in plan assets for 7 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$6.1M

Net assets (EOY)

$6.1M

Plan identifiers

The Sage Group, LLC's EIN is 95-4789209.

EIN 95-4789209

Plan number 002

Plan year 2024

ACK ID 20251011212139NAL0004896915001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

The Sage Group, LLC's plan includes profit-sharing.

Decision-maker contacts

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

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (90th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (94th percentile).

Plan sponsor

Name

THE SAGE GROUP, LLC

EIN

all filings

Address

11111 SANTA MONICA BLVD., STE 2200 · LOS ANGELES, CA · 90025

Phone

(310) 478-7899

Industry

Finance & Insurance

Plan administrator