Sage Publications, Inc. 401(k) Profit Sharing Plan
Sponsored by Sage Publications, Inc. · EIN 952454902 · Plan #002
- Total assets
- $150M
- Net assets
- $150M
- Active participants
- 718
- With balances
- 973
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Voya Retirement Advisors, Llc CRD 3989 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Voya Retirement Advisors, Llc | Investment advisory (participants) | $82,565 |
| Alliant Retirement Services Llc | Other fees | $65,000 |
| Voya Retirement Insurance & Annuity | Other fees | $39,330 |
| Holthouse Carlin Van Trigt Llp | Other fees | $15,000 |