Civic Intelligence

Sage Advisory Services Ltd. Co.

Plan context: Sage Advisory Services Ltd. Co. 401(K) Plan

EIN 74-2798841 • Austin, TX • 22 filings • 2 plans

5900 Southwest ParkwayBuilding 1, Suite 100Austin, TX 78735
Current Snapshot

Latest Year

2024

2024 Participants

65

2024 Assets

$20,813,621

2024 Contributions

$1,443,499

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$20,813,621$10,406,811$0200320142024YearValue
$20,813,621Latest year 2024

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

65330200320142024YearValue
65Latest year 2024

Company Timeline

Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.

Year / FilingFilingsParticipantsAssetsContributionsContrib./Participant
2024165$20,813,621$1,443,499$22,208iApproximate average salary by contribution assumption: employee only about $555,192 at 4% or $370,128 at 6%; with 50% employer match about $370,128 at 4% or $246,752 at 6%; with 100% employer match about $277,596 at 4% or $185,064 at 6%.
Sage Advisory Services Ltd. Co. 401(K) Plan-65$20,813,621$1,443,499$22,208iApproximate average salary by contribution assumption: employee only about $555,192 at 4% or $370,128 at 6%; with 50% employer match about $370,128 at 4% or $246,752 at 6%; with 100% employer match about $277,596 at 4% or $185,064 at 6%.
2023162$17,189,056$1,423,221$22,955iApproximate average salary by contribution assumption: employee only about $573,879 at 4% or $382,586 at 6%; with 50% employer match about $382,586 at 4% or $255,058 at 6%; with 100% employer match about $286,940 at 4% or $191,293 at 6%.
Sage Advisory Services Ltd. Co. 401(K) Plan-62$17,189,056$1,423,221$22,955iApproximate average salary by contribution assumption: employee only about $573,879 at 4% or $382,586 at 6%; with 50% employer match about $382,586 at 4% or $255,058 at 6%; with 100% employer match about $286,940 at 4% or $191,293 at 6%.
2022163$13,478,602$1,351,234$21,448iApproximate average salary by contribution assumption: employee only about $536,204 at 4% or $357,469 at 6%; with 50% employer match about $357,469 at 4% or $238,313 at 6%; with 100% employer match about $268,102 at 4% or $178,735 at 6%.
Sage Advisory Services Ltd. Co. 401(K) Plan-63$13,478,602$1,351,234$21,448iApproximate average salary by contribution assumption: employee only about $536,204 at 4% or $357,469 at 6%; with 50% employer match about $357,469 at 4% or $238,313 at 6%; with 100% employer match about $268,102 at 4% or $178,735 at 6%.
2021160$14,967,186$1,272,432$21,207iApproximate average salary by contribution assumption: employee only about $530,180 at 4% or $353,453 at 6%; with 50% employer match about $353,453 at 4% or $235,636 at 6%; with 100% employer match about $265,090 at 4% or $176,727 at 6%.
Sage Advisory Services Ltd. Co. 401(K) Plan-60$14,967,186$1,272,432$21,207iApproximate average salary by contribution assumption: employee only about $530,180 at 4% or $353,453 at 6%; with 50% employer match about $353,453 at 4% or $235,636 at 6%; with 100% employer match about $265,090 at 4% or $176,727 at 6%.
2020158$12,601,455$749,707$12,926iApproximate average salary by contribution assumption: employee only about $323,150 at 4% or $215,433 at 6%; with 50% employer match about $215,433 at 4% or $143,622 at 6%; with 100% employer match about $161,575 at 4% or $107,717 at 6%.
Sage Advisory Services Ltd. Co. 401(K) Plan-58$12,601,455$749,707$12,926iApproximate average salary by contribution assumption: employee only about $323,150 at 4% or $215,433 at 6%; with 50% employer match about $215,433 at 4% or $143,622 at 6%; with 100% employer match about $161,575 at 4% or $107,717 at 6%.
2019157$11,052,875$1,060,949$18,613iApproximate average salary by contribution assumption: employee only about $465,329 at 4% or $310,219 at 6%; with 50% employer match about $310,219 at 4% or $206,813 at 6%; with 100% employer match about $232,664 at 4% or $155,110 at 6%.
Sage Advisory Services Ltd. Co. 401(K) Plan-57$11,052,875$1,060,949$18,613iApproximate average salary by contribution assumption: employee only about $465,329 at 4% or $310,219 at 6%; with 50% employer match about $310,219 at 4% or $206,813 at 6%; with 100% employer match about $232,664 at 4% or $155,110 at 6%.
2018160$8,634,477$1,160,310$19,339iApproximate average salary by contribution assumption: employee only about $483,463 at 4% or $322,308 at 6%; with 50% employer match about $322,308 at 4% or $214,872 at 6%; with 100% employer match about $241,731 at 4% or $161,154 at 6%.
Sage Advisory Services Ltd. Co. 401(K) Plan-60$8,634,477$1,160,310$19,339iApproximate average salary by contribution assumption: employee only about $483,463 at 4% or $322,308 at 6%; with 50% employer match about $322,308 at 4% or $214,872 at 6%; with 100% employer match about $241,731 at 4% or $161,154 at 6%.
2017156$9,195,395$1,006,282$17,969iApproximate average salary by contribution assumption: employee only about $449,233 at 4% or $299,489 at 6%; with 50% employer match about $299,489 at 4% or $199,659 at 6%; with 100% employer match about $224,617 at 4% or $149,744 at 6%.
Sage Advisory Services Ltd. Co. 401(K) Plan-56$9,195,395$1,006,282$17,969iApproximate average salary by contribution assumption: employee only about $449,233 at 4% or $299,489 at 6%; with 50% employer match about $299,489 at 4% or $199,659 at 6%; with 100% employer match about $224,617 at 4% or $149,744 at 6%.
2016158$7,465,504$989,442$17,059iApproximate average salary by contribution assumption: employee only about $426,484 at 4% or $284,322 at 6%; with 50% employer match about $284,322 at 4% or $189,548 at 6%; with 100% employer match about $213,242 at 4% or $142,161 at 6%.
Sage Advisory Services Ltd. Co. 401(K) Plan-58$7,465,504$989,442$17,059iApproximate average salary by contribution assumption: employee only about $426,484 at 4% or $284,322 at 6%; with 50% employer match about $284,322 at 4% or $189,548 at 6%; with 100% employer match about $213,242 at 4% or $142,161 at 6%.
2015153$6,178,992$943,616$17,804iApproximate average salary by contribution assumption: employee only about $445,102 at 4% or $296,735 at 6%; with 50% employer match about $296,735 at 4% or $197,823 at 6%; with 100% employer match about $222,551 at 4% or $148,367 at 6%.
Sage Advisory Services Ltd. Co. 401(K) Plan-53$6,178,992$943,616$17,804iApproximate average salary by contribution assumption: employee only about $445,102 at 4% or $296,735 at 6%; with 50% employer match about $296,735 at 4% or $197,823 at 6%; with 100% employer match about $222,551 at 4% or $148,367 at 6%.
2014154$5,464,796$841,354$15,581iApproximate average salary by contribution assumption: employee only about $389,516 at 4% or $259,677 at 6%; with 50% employer match about $259,677 at 4% or $173,118 at 6%; with 100% employer match about $194,758 at 4% or $129,839 at 6%.
Sage Advisory Services Ltd. Co. 401(K) Plan-54$5,464,796$841,354$15,581iApproximate average salary by contribution assumption: employee only about $389,516 at 4% or $259,677 at 6%; with 50% employer match about $259,677 at 4% or $173,118 at 6%; with 100% employer match about $194,758 at 4% or $129,839 at 6%.
2013146$4,308,363$571,673$12,428iApproximate average salary by contribution assumption: employee only about $310,692 at 4% or $207,128 at 6%; with 50% employer match about $207,128 at 4% or $138,085 at 6%; with 100% employer match about $155,346 at 4% or $103,564 at 6%.
Sage Advisory Services Ltd. Co. 401(K) Plan-46$4,308,363$571,673$12,428iApproximate average salary by contribution assumption: employee only about $310,692 at 4% or $207,128 at 6%; with 50% employer match about $207,128 at 4% or $138,085 at 6%; with 100% employer match about $155,346 at 4% or $103,564 at 6%.
2012147$3,489,918$578,717$12,313iApproximate average salary by contribution assumption: employee only about $307,828 at 4% or $205,219 at 6%; with 50% employer match about $205,219 at 4% or $136,813 at 6%; with 100% employer match about $153,914 at 4% or $102,609 at 6%.
Sage Advisory Services Ltd. Co. 401(K) Plan-47$3,489,918$578,717$12,313iApproximate average salary by contribution assumption: employee only about $307,828 at 4% or $205,219 at 6%; with 50% employer match about $205,219 at 4% or $136,813 at 6%; with 100% employer match about $153,914 at 4% or $102,609 at 6%.
2011142$2,715,598$429,634$10,229iApproximate average salary by contribution assumption: employee only about $255,735 at 4% or $170,490 at 6%; with 50% employer match about $170,490 at 4% or $113,660 at 6%; with 100% employer match about $127,867 at 4% or $85,245 at 6%.
Sage Advisory Services Ltd. Co. 401(K) Plan-42$2,715,598$429,634$10,229iApproximate average salary by contribution assumption: employee only about $255,735 at 4% or $170,490 at 6%; with 50% employer match about $170,490 at 4% or $113,660 at 6%; with 100% employer match about $127,867 at 4% or $85,245 at 6%.
2010140$2,467,376$272,628$6,816iApproximate average salary by contribution assumption: employee only about $170,393 at 4% or $113,595 at 6%; with 50% employer match about $113,595 at 4% or $75,730 at 6%; with 100% employer match about $85,196 at 4% or $56,798 at 6%.
Sage Advisory Services Ltd. Co. 401(K) Plan-40$2,467,376$272,628$6,816iApproximate average salary by contribution assumption: employee only about $170,393 at 4% or $113,595 at 6%; with 50% employer match about $113,595 at 4% or $75,730 at 6%; with 100% employer match about $85,196 at 4% or $56,798 at 6%.
2009137$1,957,638$362,298$9,792iApproximate average salary by contribution assumption: employee only about $244,796 at 4% or $163,197 at 6%; with 50% employer match about $163,197 at 4% or $108,798 at 6%; with 100% employer match about $122,398 at 4% or $81,599 at 6%.
Sage Advisory Services Ltd. Co. 401(K) Plan-37$1,957,638$362,298$9,792iApproximate average salary by contribution assumption: employee only about $244,796 at 4% or $163,197 at 6%; with 50% employer match about $163,197 at 4% or $108,798 at 6%; with 100% employer match about $122,398 at 4% or $81,599 at 6%.
2008130$1,321,306$282,336$9,411iApproximate average salary by contribution assumption: employee only about $235,280 at 4% or $156,853 at 6%; with 50% employer match about $156,853 at 4% or $104,569 at 6%; with 100% employer match about $117,640 at 4% or $78,427 at 6%.
Sage Advisory Services Ltd. Co. 401(K) Plan-30$1,321,306$282,336$9,411iApproximate average salary by contribution assumption: employee only about $235,280 at 4% or $156,853 at 6%; with 50% employer match about $156,853 at 4% or $104,569 at 6%; with 100% employer match about $117,640 at 4% or $78,427 at 6%.
2007124$0$0-
Sage Advisory Services Ltd. Co. 401(K) Plan-24---
2006125$1,272,805$267,452$10,698iApproximate average salary by contribution assumption: employee only about $267,452 at 4% or $178,301 at 6%; with 50% employer match about $178,301 at 4% or $118,868 at 6%; with 100% employer match about $133,726 at 4% or $89,151 at 6%.
Sage Advisory Services Ltd. Co. 401(K) Plan-25$1,272,805$267,452$10,698iApproximate average salary by contribution assumption: employee only about $267,452 at 4% or $178,301 at 6%; with 50% employer match about $178,301 at 4% or $118,868 at 6%; with 100% employer match about $133,726 at 4% or $89,151 at 6%.
2005122$888,822$265,001$12,046iApproximate average salary by contribution assumption: employee only about $301,138 at 4% or $200,758 at 6%; with 50% employer match about $200,758 at 4% or $133,839 at 6%; with 100% employer match about $150,569 at 4% or $100,379 at 6%.
Sage Advisory Services Ltd. Co. 401(K) Plan-22$888,822$265,001$12,046iApproximate average salary by contribution assumption: employee only about $301,138 at 4% or $200,758 at 6%; with 50% employer match about $200,758 at 4% or $133,839 at 6%; with 100% employer match about $150,569 at 4% or $100,379 at 6%.
2004120$610,534$174,410$8,721iApproximate average salary by contribution assumption: employee only about $218,013 at 4% or $145,342 at 6%; with 50% employer match about $145,342 at 4% or $96,894 at 6%; with 100% employer match about $109,006 at 4% or $72,671 at 6%.
Sage Advisory Services Ltd. Co. 401(K) Plan-20$610,534$174,410$8,721iApproximate average salary by contribution assumption: employee only about $218,013 at 4% or $145,342 at 6%; with 50% employer match about $145,342 at 4% or $96,894 at 6%; with 100% employer match about $109,006 at 4% or $72,671 at 6%.
2003118$406,378$75,924$4,218iApproximate average salary by contribution assumption: employee only about $105,450 at 4% or $70,300 at 6%; with 50% employer match about $70,300 at 4% or $46,867 at 6%; with 100% employer match about $52,725 at 4% or $35,150 at 6%.
Sage Advisory Services Ltd. Co. 401(K) Plan-18$406,378$75,924$4,218iApproximate average salary by contribution assumption: employee only about $105,450 at 4% or $70,300 at 6%; with 50% employer match about $70,300 at 4% or $46,867 at 6%; with 100% employer match about $52,725 at 4% or $35,150 at 6%.