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  1. Companies/
  2. Sagecreek Planning & Investments

Filings through Oct 24, 2026.

Sagecreek Planning & Investments

EIN 40-0016707-Other Services (except Public Administration)-Latest filing 2025
Plans
1
Retirement
1
$444K assets
Health & Benefits
0
Participants
5
4233 COLONIAL AVENUE - ROANOKE, VA 24018540-725-4811
Plans on this EIN
1 filing
#001401(k)-$444K - 5 part

Plan summaries

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

Retirement#001

SAGECREEK PLANNING & INVESTMENTS 401(K) PLAN

401(k)

Assets$444K
Participants5
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
#001SAGECREEK PLANNING & INVESTMENTS 401(K) PLAN401(k)$444K52025
  • SAGECREEK PLANNING & INVESTMENTS 401(K) PLAN$444K
    #001 · 401(k) · 20255
Retirement plans
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