Stable plan record

SAGE FINANCIAL PARTNERS LLC 401(K) PROFIT SHARING PLAN & TRUST

Sponsored by SAGE FINANCIAL PARTNERS LLC · EIN/PN 921138265-001

Selected filing history

These charts use the selected public filing for each year and keep unreported values blank.

Employer money per active participant
2025
$2,576
Administrative cost per participant
2025
$84
Active participants
2025
3
Total plan assets
2025
$117,215
Participant loans as a share of assets
2025
Not reported
Detailed selected filing history
YearACK_IDActive participantsEmployer contributions / active
202520260421190348NAL00015471230013$2,576
Public filing identifier

The EIN and plan number are public filing identifiers. 401(k) Plan Report does not expose unrelated personal data.