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Sageworth Trust Company
EIN 23-3089620financial servicesLatest filing 2025
Plans
2
Retirement
1
$31.8M assets
Health & Benefits
1
$298K premiums
Participants
186
1861 SANTA BARBARA DRIVE - LANCASTER, PA 17601717-735-8021sageworth.comLinkedIn51-200 employeesfinancial services
Plans on this EIN
2 filingsHealth & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
Benefits portfolio analytics
1 plan / $298K premiums / 74 covered lives
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Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#001
SAGEWORTH TRUST COMPANY 401(K) PROFIT SHARING PLAN
401(k)
Assets$31.8M
Participants112
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501
SAGEWORTH TRUST COMPANY EMPLOYEE BENEFIT PLAN
Mixed - CRUM & FORSTER
Premiums$298K
Covered lives74
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
1 plan on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | SAGEWORTH TRUST COMPANY 401(K) PROFIT SHARING PLAN | 401(k) | $31.8M | 112 | 2025 |
- #001 · 401(k) · 2025112
Health & Benefits plans
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #501 | SAGEWORTH TRUST COMPANY EMPLOYEE BENEFIT PLAN | Mixed | CRUM & FORSTER | $298K | 74 | 2025 |
- #501 · Mixed · CRUM & FORSTER · 202574
Retirement plans
Health & Benefits plans