Plans listing this provider
176
0.31% of the 56,420 plans with Schedule H financials; 159 in 2023
Providers › Sageview Advisory Group, LLC
Sageview Advisory Group, LLC
- Service provider, as named on Schedule C
- Plan year 2024
- Direct compensation reported $10,788,823
Assets of those plans
$21,972,344,845
0.28% of all Schedule H plan assets
Plans where it is the recordkeeper
0
service code 65 (recordkeeping) or 64 (recordkeeping and information management)
Direct compensation reported, all plans
$10,788,823
100% of its Schedule C lines carry a positive direct amount
Direct compensation is Schedule C line 2(d), paid by the plan. Indirect compensation (revenue sharing and similar) is a flag on the filing and is not included in these amounts. A provider's name is spelled as filed; the same firm can appear under several spellings.
Services reported
| Service code | Meaning | Plans |
|---|---|---|
| 27 | Investment advisory (plan) | 126 |
| 28 | Investment management | 79 |
| 50 | Direct payment from the plan | 18 |
| 16 | Consulting (general) | 10 |
| 99 | Other fees | 9 |
| 26 | Investment advisory (participants) | 3 |
| 51 | Investment management fees paid directly by plan | 3 |
| 21 | Trustee (bank, trust company or similar) | 1 |
Largest plans served
| Plan | Employer | Assets | Participants | Direct compensation |
|---|---|---|---|---|
| DENSO Retirement Savings Plan | DENSO International America | $2,073,146,595 | 13,720 | $447,783 |
| VSP Retirement Plan | Vision Service Plan | $1,450,779,861 | 7,383 | $195,963 |
| IHG 401(k) Savings and Retirement Plan | Six Continents Hotels | $1,132,447,978 | 12,111 | $21,168 |
| Viavi Solutions 401(k) Plan | Viavi Solutions | $728,629,905 | 2,872 | $157,104 |
| The Marvin Companies Profit Sharing and 401(k) Plan | Marvin Lumber and Cedar | $692,880,052 | 8,970 | $567,999 |
| Allied Universal 401(k) Plan | Universal Services of America | $681,453,898 | 32,477 | $85,000 |
| ICU Medical, Inc. 401(k) Plan | ICU Medical | $674,132,385 | 5,206 | $90,000 |
| Mitsubishi Chemical America Employees' Savings Plan | Mitsubishi Chemical America | $670,005,489 | 4,635 | $98,914 |
| Mitchell International, Inc. 401(k) Savings Plan | Mitchell International | $658,178,474 | 6,150 | $389,817 |
| Andritz Inc. Savings and Investment Plan | Andritz | $478,634,305 | 2,845 | $841,550 |
| Schoolsfirst Federal Credit Union 401(k) Retirement Plan | Schoolsfirst Federal Credit Union | $440,098,501 | 3,481 | $45,000 |
| Messer Retirement Savings Plan | Messer North America | $397,309,338 | 2,380 | $245,315 |
| Primo Retirement Savings Plan | Cott Holdings | $371,637,833 | 5,530 | $201,770 |
| C1 401(k) Plan | ConvergeOne Holdings | $348,115,691 | 2,298 | $173,242 |
| Primerica Savings & Investment Plan | Primerica | $336,191,841 | 2,447 | $48,540 |
| Troon Golf, L.L.C. 401(k) Plan | Troon Golf | $333,699,716 | 33,384 | $190,254 |
| ST. Jude Heritage Medical Group 401(k) Profit Sharing Plan | ST. Jude Heritage Medical Group a Medical | $332,724,929 | 410 | $18,268 |
| Healthequity 401(k) Plan | Healthequity | $296,954,850 | 4,022 | $24,964 |
| Williams Mullen Clark & Dobbins 401(k) Retirement Plan | Williams Mullen Clark & Dobbins | $283,607,112 | 538 | $72,876 |
| Formfactor, Inc. 401(k) Plan | FormFactor | $276,777,780 | 1,993 | $57,447 |
| Valent U. S. A. LLC 401(k) Savings Plan | Valent U. S. A. | $271,527,183 | 1,155 | $10,488 |
| Lumentum 401(k) Plan | Lumentum Operations | $271,452,902 | 1,172 | $35,374 |
| Titan Machinery Inc. 401(k) Profit Sharing Plan | Titan Machinery | $248,903,436 | 3,071 | $80,407 |
| Penumbra, Inc. 401(k) Plan | Penumbra | $246,223,138 | 4,139 | $232,822 |
| The Golden 1 Employee Savings and Investment Plan | Golden 1 Credit Union | $237,088,339 | 2,809 | $43,500 |
Form 5500 Schedule C Part I line 2, plan year 2024, plans with Schedule H financials and a 401(k) feature. Provider identity: Schedule C EIN where given, else the normalized name.