Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
SAGE MOUNTAIN ADVISORS, LLC
EIN 83-2064784financial servicesLatest filing 2025
Plans
2
Retirement
2
$4.1M assets
Welfare
0
Participants
45
945 EAST PACES FERRY ROAD NE, SUITE 2660 - ATLANTA, GA 30326404-795-8361sagemountainadvisors.comLinkedIn11-50 employeesfinancial services
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $4.1M assets / 45 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 MOUNTAIN ADVISORS, LLC 401(K)/PROFIT SHARING PLAN
401k
Assets$2.8M
Participants29
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
SAGE MOUNTAIN ADVISORS, LLC CASH BALANCE PLAN
CashBalance
Assets$1.3M
Participants16
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 MOUNTAIN ADVISORS, LLC 401(K)/PROFIT SHARING PLAN | 401k | $2.8M | 29 | 2025 | |
| 002 | SAGE MOUNTAIN ADVISORS, LLC CASH BALANCE PLAN | CashBalance | $1.3M | 16 | 2025 |
Retirement plans