Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
SAGE GROWTH PARTNERS, LLC
EIN 20-3617213management consultingLatest filing 2025
Plans
2
Retirement
2
$7.2M assets
Welfare
0
Participants
48
711 W 40TH STREET, SUITE 153 #370 - BALTIMORE, MD 21211410-534-1161sage-growth.comLinkedIn11-50 employeesmanagement consulting
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $7.2M assets / 48 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#001
SAGE GROWTH PARTNERS, LLC 401(K) PROFIT SHARING PLAN
401k
Assets$6.1M
Participants36
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
SAGE GROWTH PARTNERS, LLC CASH BALANCE PLAN
CashBalance
Assets$1.0M
Participants12
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | SAGE GROWTH PARTNERS, LLC 401(K) PROFIT SHARING PLAN | 401k | $6.1M | 36 | 2025 | |
| 002 | SAGE GROWTH PARTNERS, LLC CASH BALANCE PLAN | CashBalance | $1.0M | 12 | 2025 |
Retirement plans