Sage Dental Management, Llc 401(k) Plan: Login, Facts & Contact Information

Sage Dental Management, Llc 401(k) Plan Facts

Plan name
SAGE DENTAL 401(K) PLAN
Plan type
401(k) with employer contributions and profit sharing
Plan sponsor
SAGE DENTAL MANAGEMENT, LLC
Participants
1,553 (1,688 active employees)
Former employees with a balance
156
Plan assets
$15,721,897 at Dec 31, 2024
Average account balance
$11,270 across 1,395 accounts
Employer contributions
$4,279 in plan year 2024 (0% of all contributions)
Recordkeeper
Fidelity Investments Institutional
Plan year
Jan 1, 2024 – Dec 31, 2024
Plan established
Apr 1, 2008
✓ Employer contributions✓ Automatic enrollment✓ Default investment for undecided participants✓ Participants choose their own investments— Self-directed brokerage window✓ Profit sharing— Company stock (ESOP)

Source: Form 5500 for plan year 2024 (Jan 1, 2024 – Dec 31, 2024), filed Oct 10, 2025. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2024

  • $4.54 million went into the plan in contributions, $4,279 of it from the employer (0%).
  • $1.83 million was paid out to participants.
  • Investment and other income added $1.88 million.
  • Administrative expenses were $131,337, about $94 per account.

How the Sage Dental Management, Llc 401(k) changed, 2019–2024

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
2019767$4.20 million$107$642,092
2020748$5.58 million—$602,069
2021907$7.57 million—$860,050
20221,103$7.62 million—$783,131
20231,337$11.3 million$0$1.22 million
20241,553$15.7 million$4,279$1.83 million

Sage Dental Management, Llc 401(k) Contact Information

Phone
561-999-9650
Mailing address
6600 CONGRESS AVE SUITE 150, BOCA RATON FL 33487
Plan sponsor
SAGE DENTAL MANAGEMENT, LLC
Employer identification number (EIN)
13-4216896
Plan number
001

Questions about the Sage Dental Management, Llc 401(k)

Does Sage Dental Management, Llc contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement. In plan year 2024 the employer contributed $4,279, 0% of all contributions.

Does the Sage Dental Management, Llc 401(k) have automatic enrollment?

Yes. The plan reports automatic enrollment of eligible employees.

How many people are in the Sage Dental Management, Llc 401(k) plan?

1,553 participants at the start of plan year 2024, 1,688 of them active employees, and 156 former employees who still had money in the plan.

What is the average 401(k) balance at Sage Dental Management, Llc?

About $11,270 per account: $15.7 million in plan assets across 1,395 accounts with a balance at the end of plan year 2024.

Who manages the Sage Dental Management, Llc 401(k) accounts?

Fidelity NetBenefits (listed on the filing as FIDELITY INVESTMENTS INSTITUTIONAL) is the plan's recordkeeper, which is where participants log in to see their balance.

I no longer work at Sage Dental Management, Llc. How do I access my 401(k)?

Your account stays with Fidelity NetBenefits after you leave, so you can log in with the same credentials. If your balance was small, the plan may have rolled it into an IRA in your name. If you can't find it, Beagle can locate it for you.

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