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  2. Sagecrest Planning & Environmental

Filings through Oct 24, 2026.

Sagecrest Planning & Environmental

EIN 30-1218415-environmental services-Latest filing 2025
Plans
1
Retirement
1
$831K assets
Health & Benefits
0
Participants
16
27128 PASEO ESPADA, SUITE 1524 - SAN JUAN CAPISTRANO, CA 92675714-783-1863sagecrestplanning.comLinkedIn11-50 employeesenvironmental services
Plans on this EIN
1 filing
#001401(k)-$831K - 16 part

Plan summaries

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

Retirement#001

SAGECREST PLANNING & ENVIRONMENTAL 401(K) PLAN & TRUST

401(k)

Assets$831K
Participants16
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
#001SAGECREST PLANNING & ENVIRONMENTAL 401(K) PLAN & TRUST401(k)$831K162025
  • SAGECREST PLANNING & ENVIRONMENTAL 401(K) PLAN & TRUST$831K
    #001 · 401(k) · 202516
Retirement plans
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