Sage Senior Living, Llc 401(k) Plan
Sponsored by Sage Senior Living, Llc · EIN 450519545 · Plan #002
- Total assets
- $5.6M
- Net assets
- $5.6M
- Active participants
- 602
- With balances
- 204
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 |
|---|---|---|
| Lpl Financial Llc CRD 6413 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Lpl Financial | Investment advisory (plan) | $29,744 |
| Admin. Group, Llc Dba Tag Resources | Recordkeeping, Participant loan processing, Recordkeeping fees | $18,680 |
| Transamerica Retirement Solutions | Recordkeeping, Participant loan processing, Investment management fees (indirect) | $10,593 |
| Templeton & Company Llp | Accounting | $9,500 |
| Transamerica Trust Company | Trustee (institutional) | $167 |