Plan Snapshot
- Plan Sponsor: The Sage Group, LLC
- Sponsor EIN: 954789209
- Sponsor Address: 11111 SANTA MONICA BLVD, LOS ANGELES, CA, 90025
- Plan Type: 401(k)
- Total Participants: 14
- Total Assets: $2.4M
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
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2024 | 14 | $2.4M | $0 | $111,637 |
| 2023 | 9 | $2.0M | $0 | $94,927 |
| 2022 | 14 | $1.9M | $0 | $70,833 |