Assets by plan
Share of aggregate retirement assets
Filings through .
Sage Research Consulting LLC
EIN 20-5082506management consultingLatest filing 2025
Plans
3
Retirement
2
$2.4M assets
Health & Benefits
1
Participants
32
6073 BREWER ROAD - MASON, OH 45040513-266-5765sageresearchconsulting.netLinkedIn1-10 employeesmanagement consulting
Plans on this EIN
3 filingsHealth & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
Retirement portfolio analytics
2 plans aggregated / $2.4M assets / 22 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#002
SAGE RESEARCH CONSULTING LLC DEFINED BENEFIT PLAN
Traditional DB
Assets$1.4M
Participants11
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#001
SAGE RESEARCH CONSULTING LLC PROFIT SHARING PLAN
401(k)
Assets$996K
Participants11
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501
SAGE RESEARCH CONSULTING SOCA BENEFIT PLAN
Self-funded
Premiums$0
Covered lives0
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #002 | SAGE RESEARCH CONSULTING LLC DEFINED BENEFIT PLAN | Traditional DB | $1.4M | 11 | 2025 |
| #001 | SAGE RESEARCH CONSULTING LLC PROFIT SHARING PLAN | 401(k) | $996K | 11 | 2025 |
- #002 · Traditional DB · 202511
- #001 · 401(k) · 202511
Health & Benefits plans
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #501 | SAGE RESEARCH CONSULTING SOCA BENEFIT PLAN | Self-funded | - | $0 | 0 | 2025 |
- #501 · Self-funded · 20250
Retirement plans
Health & Benefits plans