Assets by plan
Share of aggregate retirement assets
60%top
Sponsor portfolio
SAGE RHINO CAPITAL
EIN 82-3527027financial servicesLatest filing 2024
Plans
2
Retirement
2
$4.5M assets
Welfare
0
Participants
17
2995 WOODSIDE ROAD, SUITE 400-362 - WOODSIDE, CA 94062650-352-5602sagerhino.comLinkedIn1-10 employeesfinancial services
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $4.5M assets / 17 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#002
SAGE RHINO CAPITAL CASH BALANCE PLAN & TRUST
CashBalance
Assets$2.7M
Participants8
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001
SAGE RHINO CAPITAL 401(K) PLAN & TRUST
401k
Assets$1.8M
Participants9
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | SAGE RHINO CAPITAL CASH BALANCE PLAN & TRUST | CashBalance | $2.7M | 8 | 2024 | |
| 001 | SAGE RHINO CAPITAL 401(K) PLAN & TRUST | 401k | $1.8M | 9 | 2024 |
Retirement plans