Blue Sage, INC. 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Blue Sage, INC.
  • Sponsor EIN: 841845583
  • Sponsor Address: 130 GRAHAM STREET SE, PORT CHARLOTTE, FL, 33952
  • Plan Type: 401(k)
  • Total Participants: 1
  • Total Assets: $515,512

Key Plan Design Features

  • Auto-Enrollment: Yes
  • Auto-Escalation: No
  • Allows Roth Contributions: Yes
  • Participant Loans: No
  • Participant-Directed Investments: No
  • ERISA Section 404(c) Fiduciary Safe Harbor: No

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
20241$515,512$170$170
20231$549,356$0$0
20221$527,494$0$0

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