Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
SAGE CONSULTING & WEALTH PRESERVATION INC
EIN 14-1821898financial servicesLatest filing 2024
Plans
2
Retirement
2
$727K assets
Welfare
0
Participants
4
376 BROADWAY, SUITE 26 - SARATOGA SPRINGS, NY 12866518-791-8516sageplanning.comLinkedIn1-10 employeesfinancial services
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $727K assets / 4 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
SAGE CONSULTING & WEALTH PRESERVATION INC CASH BALANCE PENSION PLAN
CashBalance
Assets$710K
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
SAGE CONSULTING & WEALTH PRESERVATION INC RETIREMENT PLAN
ProfitSharing
Assets$18K
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | SAGE CONSULTING & WEALTH PRESERVATION INC CASH BALANCE PENSION PLAN | CashBalance | $710K | 2 | 2024 | |
| 001 | SAGE CONSULTING & WEALTH PRESERVATION INC RETIREMENT PLAN | ProfitSharing | $18K | 2 | 2024 |
Retirement plans