Sage Refined Products, Ltd 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Sage Refined Products, Ltd
  • Sponsor EIN: 542158500
  • Sponsor Address: 1885 ST JAMES PLACE, SUITE 1100, HOUSTON, TX, 77056
  • Plan Type: 401(k)
  • Total Participants: 0
  • Total Assets: $1,450

Key Plan Design Features

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

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
20240$1,450$0$772,821
202360$8.7M$0$862,848
202261$7.3M$0$718,673

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