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  1. Companies/
  2. Sage Financial Group, Inc.

Filings through Oct 24, 2026.

Sage Financial Group, Inc.

EIN 23-2663309-financial services-Latest filing 2025
Plans
1
Retirement
1
$15.3M assets
Health & Benefits
0
Participants
36
300 BARR HARBOR DRIVE, FIVE TOWER BRIDGE SUITE 200 - WEST CONSHOHOCKEN, PA 194282998484-342-4400sagefinancial.comLinkedIn11-50 employeesfinancial services
Plans on this EIN
1 filing
#001401(k)-$15.3M - 36 part

Plan summaries

The plan page shows fees vs peers, audit grade, asset history, contributions and Schedule C providers.

Retirement#001

SAGE FINANCIAL 401K PLAN

401(k)

Assets$15.3M
Participants36
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
This company has one plan on file. Open the plan page to see all of its data.

Retirement plans

1 plan on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001SAGE FINANCIAL 401K PLAN401(k)$15.3M362025
  • SAGE FINANCIAL 401K PLAN$15.3M
    #001 · 401(k) · 202536
Retirement plans
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