Sage 401(k) Retirement & Savings Plan
Sponsored by Sage Hospitality Resources, Llc · EIN 841273343 · Plan #001
- Total assets
- $81.3M
- Net assets
- $81.3M
- Active participants
- 6,053
- With balances
- 2,212
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Principal Life Insurance Company | Contract administrator, Participant loan processing, Direct payment from the plan | $135,723 |
| Securian Financial Services, Inc | Contract administrator, Direct payment from the plan | $89,557 |
| First Western Trust | Investment advisory (plan), Direct payment from the plan | $45,000 |
| Plante & Moran,Pllc | Accounting, Direct payment from the plan | $25,000 |