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Sponsor portfolio

SAGE HOMES, LLC

EIN 84-1598088-Construction-Latest filing 2024
Plans
2
Retirement
2
$5.8M assets
Welfare
0
Participants
20
395 DELOZIER DRIVE, #110 - FORT COLLINS, CO 80524970-224-3104
Plans on this EIN
2 filings
#001401k-$4.6M - 12 part#002CashBalance-$1.2M - 8 part

Retirement portfolio analytics

2 plans aggregated / $5.8M assets / 20 participants

Assets by plan

Share of aggregate retirement assets

80%top
  • HOMES, LLC 401(K) (#001)80%
  • CASH BALANCE PLAN (#002)20%
Total $5.8MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • HOMES, LLC 401(K) (#001)12
  • CASH BALANCE PLAN (#002)8
Total 20Click row to drill in

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 HOMES, LLC 401(K) PLAN

401k

Assets$4.6M
Participants12
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

SAGE HOMES, LLC CASH BALANCE PLAN

CashBalance

Assets$1.2M
Participants8
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001SAGE HOMES, LLC 401(K) PLAN401k$4.6M122024
002SAGE HOMES, LLC CASH BALANCE PLANCashBalance$1.2M82024
Retirement plans
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