Sageview Advisory Group — Form 5500 Schedule C service provider compensation

Reported service provider summary

According to public Form 5500 Schedule C data published through public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Sageview Advisory Group is reported as a service provider on 118 loaded Form 5500 filing(s) across 112 plan sponsor(s) and 117 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $3,618,849 and reported indirect compensation totals $465,473.

Reported compensation summary

Reported direct compensation
$3,618,849
Reported indirect compensation
$465,473
Total reported compensation
$4,084,322
Filings
118
Plan sponsors
112
Plans
117
Latest filing year
2023

Figures are reported Schedule C service provider compensation as disclosed by plan sponsors. They are presented objectively and are not a statement about whether any compensation is high, low, or reasonable.

Top plan sponsors by reported compensation

Plan sponsors reporting the most compensation to Sageview Advisory Group
SponsorStatePlansReported compensation
The Governing Committee Of The Section 403(B) Defined ContributionVA1$172,763
Red Wing Shoe Company, Inc.MN1$125,000
Southcoast Hospitals Group, Inc.MA1$119,921
Refresco Beverages Us Inc.FL2$104,298
Beverly HospitalCA2$101,562
California College Of The ArtsCA1$100,000
Loandepot, LLCCA1$90,000
Teknor Apex CompanyRI1$86,204
Orange County Credit UnionCA1$81,449
Northeastern UniversityMA1$75,000

State footprint

Plans reporting Sageview Advisory Group are sponsored in CA (25), MN (18), FL (8), IL (8), MA (8), VA (6), NC (4), WA (4), TN (3), MI (3), AZ (3), GA (3).

Plans reporting this provider

Reported on these loaded Form 5500 filings
SponsorPlanYearDirect comp.Indirect comp.
The Governing Committee Of The Section 403(B) Defined ContributionSection 403(B) Defined Contribution Plan For Tax-Exempt Colleges And Universities In Virginia2023$172,763not reported in the loaded dataset
Red Wing Shoe Company, Inc.Red Wing Shoe Company, Inc. 401(K) Profit Sharing Plan2023$125,000not reported in the loaded dataset
Southcoast Hospitals Group, Inc.Southcoast Health System Partnership Plan2023$119,921not reported in the loaded dataset
California College Of The ArtsCalifornia College Of The Arts Retirement Plan2023$100,000not reported in the loaded dataset
Loandepot, LLCLoandepot 401(K) Plan2023$90,000not reported in the loaded dataset
Refresco Beverages Us Inc.The Refresco Usa 401(K)Savings & Retirement Plan2023$88,923not reported in the loaded dataset
Teknor Apex CompanyTeknor Savings Plus Plan2023$86,204not reported in the loaded dataset
Orange County Credit UnionOrange County'S Credit Union 401(K) Plan2023$81,449not reported in the loaded dataset
Beverly HospitalBeverly Hospital Matching Savings Plan2023$80,999not reported in the loaded dataset
Northeastern UniversityNortheastern University Retirement Plan2023$75,000not reported in the loaded dataset
Empath-Stratum, Inc.Empath Health 403(B) Plan2023$70,819not reported in the loaded dataset
The Cna CorporationThe Cna Corporation Retirement Plan2023$70,000not reported in the loaded dataset
Bar-S Foods Co.Bar-S Foods Co. 401(K) And Profit Sharing Plan2023$0$69,360
Precisely Software IncorporatedPrecisely Software Incorporated 401(K) Plan2023$66,950not reported in the loaded dataset
Southern Research InstituteSouthern Research Institute 401(K) Plan2023$65,500not reported in the loaded dataset
Pace Analytical Services, LLCPace Analytical Retirement Savings Plan2023$0$65,000
Middle East Broadcasting Networks, Inc.Mbn Savings Plan2023$0$65,000
Barco, Inc.Barco 401(K) Retirement Savings Plan2023$62,684not reported in the loaded dataset
Structural Group Inc.Structural Group, Inc. 401(K) Savings Plan And Trust2023$59,957not reported in the loaded dataset
24 Hour Fitness Usa, LLC24 Hour Fitness Savings And Investment Plan2023$56,250not reported in the loaded dataset
Sixteenth Street Community Health Center, Inc.Sixteenth Street Community Health Center, Inc. Retirement Plan2023$55,756not reported in the loaded dataset
Caribou Coffee Company, Inc.Caribou Coffee Company, Inc. And Subsidiaries 401(K) Plan2023$54,500not reported in the loaded dataset
Central California Faculty Medical Group, Inc.Central California Faculty Medical Group, Inc. 401(K) Profit Sharing Plan2023$51,775not reported in the loaded dataset
Cha General Services, Inc.The Cambridge Health Alliance Partnership Plan2023$50,301not reported in the loaded dataset
The Population Council, Inc.Retirement Plan For Employees Of The Population Council, Inc.2023$48,750not reported in the loaded dataset
Ben Bridge Jeweler, Inc.Ben Bridge Retirement Savings Plan2023$42,419not reported in the loaded dataset
Resources Legacy FundResources Legacy Fund 401(K) Plan2023$41,291not reported in the loaded dataset
Northern Star Industries, Inc.Northern Star Industries, Inc. 401k Profit Sharing Plan2023$41,197not reported in the loaded dataset
Envigo Rms, LLCEnvigo 401(K) Plan2023$40,019not reported in the loaded dataset
Carl Zeiss Vision Inc.Carl Zeiss Vision Inc. 401(K) Plan2023$40,000not reported in the loaded dataset
Mainline Information SystemsMainline Information Systems 401(K) Plan2023$0$40,000
Abt Electronics, Inc.Abt Electronics, Inc. 401(K) Retirement Savings Plan And Trust2023$40,000not reported in the loaded dataset
Dsi Holding Usa Inc.Dsi Holding Usa Inc. Profit Sharing And Retirement Plan2023$39,415not reported in the loaded dataset
Hibbett, Inc.Hibbett, Inc. 401(K) Profit Sharing Plan2023$38,835not reported in the loaded dataset
Universal Services Of America, LpAllied Universal Cbu 401(K) Plan2023$38,012not reported in the loaded dataset
Iv Media LLCIv Media LLC 401(K) Retirement Plan2023$38,000not reported in the loaded dataset
Merrimack CollegeMerrimack College 403(B) Retirement Plan2023$37,500not reported in the loaded dataset
Novavax, Inc.Novavax, Inc. 401(K) Profit Sharing Plan2023$37,080$0
Godaddy.Com, LLCGodaddy.Com, LLC 401(K) Plan2023$36,580not reported in the loaded dataset
Sixt Rent A Car, LLCSixt Rent A Car 401(K) Plan2023$36,499not reported in the loaded dataset
Keenan Hopkins Schmidt & Stowell ContractorsKeenan, Hopkins, Schmidt And Stowell Contractors, Inc. Savings Plan2023$0$36,045
Upm-Kymmene, Inc.Upm-Kymmene, Inc. Salaried Employees 401(K) Retirement Plan2023$36,000not reported in the loaded dataset
Pacific Cataract And Laser Institute, Inc., PcPacific Cataract And Laser Institute, Inc. Pc 401(K) Plan2023$36,000not reported in the loaded dataset
Cambridge Health Alliance Physicians Organization, Inc.Cambridge Health Alliance Physicians Organization 403b Plan2023$35,942not reported in the loaded dataset
University Of La VerneUniversity Of La Verne 403(B) Retirement Savings Plan2023$35,053not reported in the loaded dataset
Clark Nexsen, Inc.Clark Nexsen, Inc. 401(K) Plan2023$35,000not reported in the loaded dataset
Align Technology, Inc.Align Technology, Inc. 401(K) Profit Sharing Plan2023$33,765not reported in the loaded dataset
Interstate Companies, Inc.Interstate And Istate 401(K) Profit Sharing Plan2023$33,375not reported in the loaded dataset
Novozymes North America, Inc.Novozymes North America, Inc. 401(K) Savings Plan2023$33,000not reported in the loaded dataset
Csm CorporationCsm Corporation 401(K) Retirement Plan2023$33,000not reported in the loaded dataset

Related Form 5500 pages