AUMdb

Sage Automotive Interiors, Inc. 401(k) Plan

Sponsored by Sage Automotive Interiors, Inc. · EIN 270266382 · Plan #002

Total assets
$72.1M
Net assets
$72.1M
Active participants
956
With balances
1,210

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
Transamerica Retirement Advisors, Llc CRD 107319 fuzzy_auto · 94% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Global Retirement Partners, Llc Consulting (general), Insurance services, Insurance brokerage commissions $71,899
Transamerica Retirement Solutions Claims processing, Recordkeeping, Investment management $70,295
Scott + Company Accounting, Direct payment from the plan $34,450