Sageview Advisory Group 401(k)plan
Sponsored by New Sageview Advisory Group, Llc · EIN 510492818 · Plan #001
- Total assets
- $65.2M
- Net assets
- $65.2M
- Active participants
- 259
- With balances
- 304
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Creative Planning Institutional Advisors, Llc CRD 126777 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Ins Co Of America | Recordkeeping fees | $65,594 |
| Sageview Advisory Group, Llc | Investment management | $8,354 |
| Pension Benefits Unlmtd, Inc. | Contract administrator | $888 |