Sagespring Wealth Partners 401(k) Profit Sharing Plan
Sponsored by Sagespring Wealth Partners, Llc · EIN 471471217 · Plan #001
- Total assets
- $16.0M
- Net assets
- $16.0M
- Active participants
- 169
- With balances
- 180
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 | $37,220 |
| Ascensus | Contract administrator, Direct payment from the plan, Other fees | $4,555 |