Assets by plan
Share of aggregate retirement assets
Filings through .
Sadis & Goldberg LLP
EIN 13-3952891law practiceLatest filing 2025
Plans
4
Retirement
4
$27.9M assets
Health & Benefits
0
Participants
121
551 5TH AVE FL 21 - NEW YORK, NY 101762201212-947-3793sglawyers.comLinkedIn11-50 employeeslaw practice
Retirement portfolio analytics
4 plans aggregated / $27.9M assets / 121 participants
Participants by plan
Active + retired + deferred vested
Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#001
SAGE PARTNERS RETIREMENT PLAN
401(k)
Assets$23.4M
Participants42
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#002
SAGE PARTNERS CASH BALANCE PLAN
Cash balance
Assets$3.8M
Participants25
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#003
SAGE PARTNERS PROFIT SHARING PLAN
Profit-sharing
Assets$617K
Participants27
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#004
SAGE PARTNERS PROFIT SHARING PLAN II
Profit-sharing
Assets$122K
Participants27
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement plans
4 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | SAGE PARTNERS RETIREMENT PLAN | 401(k) | $23.4M | 42 | 2025 |
| #002 | SAGE PARTNERS CASH BALANCE PLAN | Cash balance | $3.8M | 25 | 2024 |
| #003 | SAGE PARTNERS PROFIT SHARING PLAN | Profit-sharing | $617K | 27 | 2024 |
| #004 | SAGE PARTNERS PROFIT SHARING PLAN II | Profit-sharing | $122K | 27 | 2024 |
- #001 · 401(k) · 202542
- #002 · Cash balance · 202425
- #003 · Profit-sharing · 202427
- #004 · Profit-sharing · 202427
Retirement plans