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  2. Sage Financial Partners LLC

Filings through Sep 24, 2026.

Sponsor portfolio

Sage Financial Partners LLC

EIN 92-1138265-financial services-Latest filing 2025
Plans
1
Retirement
1
$117K assets
Welfare
0
Participants
3
8472 N RIDGEVIEW AVE - FRESNO, CA 937116903559-570-1597LinkedIn1-10 employeesfinancial services
Plans on this EIN
1 filing
#001401(k)-$117K - 3 part

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Retirement#001

SAGE FINANCIAL PARTNERS LLC 401(K) PROFIT SHARING PLAN & TRUST

401(k)

Assets$117K
Participants3
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001SAGE FINANCIAL PARTNERS LLC 401(K) PROFIT SHARING PLAN & TRUST401(k)$117K32025
Retirement plans
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