Sage Health Care PLLC 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Sage Health Care PLLC
  • Sponsor EIN: 820471268
  • Sponsor Address: 413 N ALLUMBAUGH STREET, SUITE 101, BOISE, ID, 837049208
  • Plan Type: 401(k)
  • Total Participants: 17
  • Total Assets: $3.0M

Key Plan Design Features

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

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
202417$3.0M$176,171$161,171
202319$2.5M$182,877$178,422
202218$2.2M$77,569$147,338

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