Assets by plan
Share of aggregate retirement assets
Filings through .
2 plans aggregated / $8.3M assets / 851 participants
Share of aggregate retirement assets
DC plan assets by Schedule C recordkeeper
Active + retired + deferred vested
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
401(k)
403(b)
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | SAGE MEMORIAL HOSPITAL 401(K) PLAN | 401(k) | $6.2M | 494 | 2025 |
| #002 | SAGE MEMORIAL HOSPITAL TAX SHELTERED ANNUITY | 403(b) | $2.1M | 357 | 2024 |