Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
SAGE RESEARCH CONSULTING LLC
EIN 20-5082506management consultingLatest filing 2025
Plans
3
Retirement
2
$2.4M assets
Welfare
1
Participants
32
6073 BREWER ROAD - MASON, OH 45040513-266-5765sageresearchconsulting.netLinkedIn1-10 employeesmanagement consulting
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $2.4M assets / 22 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 RESEARCH CONSULTING LLC DEFINED BENEFIT PLAN
TraditionalDB
Assets$1.4M
Participants11
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
SAGE RESEARCH CONSULTING LLC PROFIT SHARING PLAN
401k
Assets$996K
Participants11
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
SAGE RESEARCH CONSULTING SOCA BENEFIT PLAN
Self Funded
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | SAGE RESEARCH CONSULTING LLC DEFINED BENEFIT PLAN | TraditionalDB | $1.4M | 11 | 2025 | |
| 001 | SAGE RESEARCH CONSULTING LLC PROFIT SHARING PLAN | 401k | $996K | 11 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | SAGE RESEARCH CONSULTING SOCA BENEFIT PLAN | Self Funded | - | $0 | 0 | 2025 |
Retirement plans
Welfare plans