Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
JEFFREY M. SAGE, INC.
EIN 95-4823383Health Care and Social AssistanceLatest filing 2024
Plans
2
Retirement
2
$1.5M assets
Welfare
0
Participants
17
1127 WILSHIRE BLVD, SUITE #1600 - LOS ANGELES, CA 90017213-250-5333
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.5M assets / 17 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
JEFFREY M. SAGE, INC 401 K PROFIT SHARING PLAN TRUST
401k
Assets$1.2M
Participants14
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
JEFFREY M. SAGE, INC. DEFINED BENEFIT PENSION PLAN
TraditionalDB
Assets$287K
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 | JEFFREY M. SAGE, INC 401 K PROFIT SHARING PLAN TRUST | 401k | $1.2M | 14 | 2024 | |
| 002 | JEFFREY M. SAGE, INC. DEFINED BENEFIT PENSION PLAN | TraditionalDB | $287K | 3 | 2024 |
Retirement plans