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  1. Companies/
  2. Sage Advisory Services, Ltd. Co.

Filings through Oct 24, 2026.

Sage Advisory Services, Ltd. Co.

EIN 74-2798841-Finance and Insurance-Latest filing 2025
Plans
1
Retirement
1
$23.8M assets
Health & Benefits
0
Participants
70
5900 SOUTHWEST PARKWAY, BUILDING 1, SUITE 100 - AUSTIN, TX 78735512-327-5530LinkedIn1-10 employees
Plans on this EIN
1 filing
#001401(k)-$23.8M - 70 part

Plan summaries

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

Retirement#001

SAGE ADVISORY SERVICES, LTD. CO. 401(K) PLAN

401(k)

Assets$23.8M
Participants70
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
#001SAGE ADVISORY SERVICES, LTD. CO. 401(K) PLAN401(k)$23.8M702025
  • SAGE ADVISORY SERVICES, LTD. CO. 401(K) PLAN$23.8M
    #001 · 401(k) · 202570
Retirement plans
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