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Sponsor portfolio

SILVERSAGE ADVISORS

EIN 95-4820670-Finance and Insurance-Latest filing 2024
Plans
2
Retirement
2
$6.5M assets
Welfare
0
Participants
19
19200 VON KARMAN AVENUE, SUITE 370 - IRVINE, CA 92612949-223-5175
Plans on this EIN
2 filings
#002401k-$5.8M - 12 part#003CashBalance-$716K - 7 part

Retirement portfolio analytics

2 plans aggregated / $6.5M assets / 19 participants

Assets by plan

Share of aggregate retirement assets

89%top
  • PROFIT SHARING PLA (#002)89%
  • CASH BALANCE PLAN (#003)11%
Total $6.5MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLA (#002)12
  • CASH BALANCE PLAN (#003)7
Total 19Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

SILVERSAGE ADVISORS 401(K) AND PROFIT SHARING PLA

401k

Assets$5.8M
Participants12
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

SILVERSAGE ADVISORS CASH BALANCE PLAN

CashBalance

Assets$716K
Participants7
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002SILVERSAGE ADVISORS 401(K) AND PROFIT SHARING PLA401k$5.8M122024
003SILVERSAGE ADVISORS CASH BALANCE PLANCashBalance$716K72024
Retirement plans
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