Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
SAGE BUSINESS SOLUTIONS, INC.
EIN 37-1780176Professional, Scientific, and Technical ServicesLatest filing 2024
Plans
2
Retirement
2
$14.8M assets
Welfare
0
Participants
4
5675 RUFFIN ROAD, SUITE 260 - SAN DIEGO, CA 92123619-993-1434
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $14.8M assets / 4 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
SAGE BUSINESS SOLUTIONS, INC. DEFINED BENEFIT PENSION PLAN
TraditionalDB
Assets$12.4M
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
SAGE BUSINESS SOLUTIONS, INC. 401(K) PROFIT SHARING PLAN
401k
Assets$2.5M
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | SAGE BUSINESS SOLUTIONS, INC. DEFINED BENEFIT PENSION PLAN | TraditionalDB | $12.4M | 2 | 2024 | |
| 002 | SAGE BUSINESS SOLUTIONS, INC. 401(K) PROFIT SHARING PLAN | 401k | $2.5M | 2 | 2024 |
Retirement plans