Sage 401(k) Plan
Sponsored by Sage Software Inc. · EIN 541222526 · Plan #001
- Total assets
- $433M
- Net assets
- $433M
- Active participants
- 2,030
- With balances
- 3,181
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 |
|---|---|---|
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Insurance Company O | Recordkeeping fees, Direct payment from the plan, Recordkeeping | $238,179 |
| Empower Advisory Group, Llc | Investment management, Investment advisory (participants), Direct payment from the plan | $82,509 |
| Moss Adams Llp | Legal, Accounting | $31,250 |
| Nfp Retirement Inc | Other fees | $27,500 |
| Qdro Consultants Company, Llc | Consulting (general), Direct payment from the plan | $900 |