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SAGE FINANCIAL ADVISORS INC.

EIN 86-0930592-financial services-Latest filing 2025
Plans
1
Retirement
1
$2.6M assets
Welfare
0
Participants
7
8980 EAST RAINTREE DRIVE, SUITE 120 - SCOTTSDALE, AZ 85260480-305-8060sagefinancialaz.comLinkedIn1-10 employeesfinancial services
Plans on this EIN
1 filing
#001401k-$2.6M - 7 part

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Retirement#001

SAGE FINANCIAL ADVISORS INC. 401(K) PROFIT SHARING PLAN

401k

Assets$2.6M
Participants7
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001SAGE FINANCIAL ADVISORS INC. 401(K) PROFIT SHARING PLAN401k$2.6M72025
Retirement plans
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