Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
THE SAGE GROUP, LLC
EIN 95-4789209financial servicesLatest filing 2025
Plans
2
Retirement
2
$8.7M assets
Welfare
0
Participants
39
11111 SANTA MONICA BLVD, SUITE #2200 - LOS ANGELES, CA 90025310-478-7899sagellc.comLinkedIn11-50 employeesfinancial services
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $8.7M assets / 39 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#002
THE SAGE GROUP, LLC PROFIT SHARING PLAN
ProfitSharing
Assets$6.1M
Participants15
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
THE SAGE GROUP, LLC 401(K) PLAN
401k
Assets$2.6M
Participants24
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | THE SAGE GROUP, LLC PROFIT SHARING PLAN | ProfitSharing | $6.1M | 15 | 2024 | |
| 001 | THE SAGE GROUP, LLC 401(K) PLAN | 401k | $2.6M | 24 | 2025 |
Retirement plans