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Sgc Insurance Brokeragellc, DBA Sagecrest Wealth Management

San Mateo, CA, 94404

EIN 27-3100395
Plans
1
Total participants
39
Filing years
2024, 2023, 2022, 2021
NAICS
523900
Plan sponsors in CaliforniaFinance & Insurance

Benefit plans on file

YearFormPlan #Plan nameParticipants
2024Form 5500-SF001Sagecrest Wealth Management 401(K) Plan7
2023Form 5500-SF001Sagecrest Wealth Management 401(K) Plan10
2022Form 5500-SF001Sgc Financial And Insurance Services 401(K) Plan11
2021Form 5500-SF001Sgc Financial And Insurance Services 401(K) Plan11

Data shown as filed with the U.S. Department of Labor (EBSA), filing years 2020–2025; not validated by OpenERISA. View official filings for this EIN on the DOL EFAST2 search.

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