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  2. Sage Growth Wealth Management

Filings through Oct 24, 2026.

Sponsor portfolio

Sage Growth Wealth Management

EIN 99-3979178-Other Services (except Public Administration)-Latest filing 2025
Plans
1
Retirement
1
$1.5M assets
Welfare
0
Participants
5
2660 EASTCHASE LANE, SUITE 104 - INDIANAPOLIS, IN 46202317-814-6170
Plans on this EIN
1 filing
#001401(k)-$1.5M - 5 part

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Retirement#001

SAGE GROWTH WEALTH MANAGEMENT 401(K) PROFIT SHARING PLAN & TRUST

401(k)

Assets$1.5M
Participants5
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Single plan on file. The full analytics live on the plan detail page - drill in to see them.

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001SAGE GROWTH WEALTH MANAGEMENT 401(K) PROFIT SHARING PLAN & TRUST401(k)$1.5M52025
Retirement plans
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