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SGC INSURANCE BROKERAGELLC, DBA SAGECREST WEALTH MANAGEMENT

EIN 27-3100395-Finance and Insurance-Latest filing 2025
Plans
1
Retirement
1
$2.0M assets
Welfare
0
Participants
13
1510 FASHION ISLAND BOULEVARD SUITE - SAN MATEO, CA 94404800-350-4500
Plans on this EIN
1 filing
#001401k-$2.0M - 13 part

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Retirement#001

SAGECREST WEALTH MANAGEMENT 401(K) PLAN

401k

Assets$2.0M
Participants13
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001SAGECREST WEALTH MANAGEMENT 401(K) PLAN401k$2.0M132025
Retirement plans
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