Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
SAGE REALTY GROUP, INC.
EIN 90-0142515real estateLatest filing 2024
Plans
2
Retirement
2
$557K assets
Welfare
0
Participants
5
2945 TOWNSGATE ROAD, SUITE 200 - WESTLAKE VILLAGE, CA 91361310-310-8851sagerealtyca.comLinkedIn1-10 employeesreal estate
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $557K assets / 5 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 REALTY GROUP, INC. PENSION PLAN
TraditionalDB
Assets$497K
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
SAGE REALTY GROUP, INC. PROFIT SHARING PLAN
ProfitSharing
Assets$59K
Participants3
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 REALTY GROUP, INC. PENSION PLAN | TraditionalDB | $497K | 2 | 2024 | |
| 003 | SAGE REALTY GROUP, INC. PROFIT SHARING PLAN | ProfitSharing | $59K | 3 | 2024 |
Retirement plans