OpenERISA

Sage Mountain Advisors, LLC

Atlanta, GA, 30326

EIN 83-2064784
Plans
2
Total participants
137
Filing years
2024, 2025, 2023, 2022, 2021, 2020
NAICS
523900
Plan sponsors in GeorgiaFinance & Insurance

Benefit plans on file

YearFormPlan #Plan nameParticipants
2025Form 5500-SF002Sage Mountain Advisors, LLC Cash Balance Plan16
2024Form 5500-SF001Sage Mountain Advisors, LLC 401(K)/Profit Sharing Plan23
2024Form 5500-SF002Sage Mountain Advisors, LLC Cash Balance Plan13
2023Form 5500-SF001Sage Mountain Advisors, LLC 401(K)/Profit Sharing Plan23
2023Form 5500-SF002Sage Mountain Advisors, LLC Cash Balance Plan10
2022Form 5500-SF001Sage Mountain Advisors, LLC 401(K)/Profit Sharing Plan19
2022Form 5500-SF002Sage Mountain Advisors, LLC Cash Balance Plan7
2021Form 5500-SF001Sage Mountain Advisors, LLC 401(K)/Profit Sharing Plan12
2021Form 5500-SF002Sage Mountain Advisors, LLC Cash Balance Plan5
2020Form 5500-SF001Sage Mountain Advisors, LLC 401(K)/Profit Sharing Plan9

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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