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  1. Companies/
  2. Sage Wealth Advisory, LLC

Filings through Oct 24, 2026.

Sage Wealth Advisory, LLC

EIN 92-1716573-Finance and Insurance-Latest filing 2025
Plans
1
Retirement
1
$1.4M assets
Health & Benefits
0
Participants
2
1412 FAIRACRE LANE SW - WILLMAR, MN 56201320-761-2214
Plans on this EIN
1 filing
#001401(k)-$1.4M - 2 part

Plan summaries

The plan page shows fees vs peers, audit grade, asset history, contributions and Schedule C providers.

Retirement#001

SAGE WEALTH ADVISORY, LLC

401(k)

Assets$1.4M
Participants2
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
This company has one plan on file. Open the plan page to see all of its data.

Retirement plans

1 plan on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001SAGE WEALTH ADVISORY, LLC401(k)$1.4M22025
  • SAGE WEALTH ADVISORY, LLC$1.4M
    #001 · 401(k) · 20252
Retirement plans
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