New Sageview Advisory Group, LLC's EIN is 51-0492818.
Download the official 2025 Form 5500 (PDF) for New Sageview Advisory Group, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2025 Form 5500 (PDF)New Sageview Advisory Group, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INS CO OF AMERICA | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $35K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PENSION BENEFITS UNLMTD, INC. | 33-0499726 | — | THIRD PARTY ADMIN | $15K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SAGEVIEW ADVISORY GROUP, LLC | — | IRVINE, CA | INVESTMENT MGMT | $11K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2040 Fund " | Mutual Funds | — | — | $13.2M | 15.6% | |
| STATE ST S&P 500 INDX SL CL II STATE STREET GLOBAL ADVISORS COLLECTIVE TRUSTS · EIN 04-0025081 / PN 000 | Common Collective Trust | — | — | $7.4M | 8.8% | |
| GOLDMAN SACHS STABLE VAL INST CL S GOLDMAN SACHS CT OR SVF · EIN 13-4166989 / PN 000 | Common Collective Trust | — | — | $5.6M | 6.6% | |
| Schwab Self-Directed Brokerage Self-directed brokerage accounts | Self-Directed Brokerage | — | — | $5.2M | 6.2% | |
| Vanguard Target Retirement 2050 Fund " | Mutual Funds | — | — | $5.1M | 6.1% | |
| NUVEEN WINSLOW LARGE CAP GRWTH CL S NUVEEN INVESTMENTS · EIN 81-2627164 / PN 000 | Common Collective Trust | — | — | $3.9M | 4.6% | |
| Vanguard Target Retirement 2030 Fund " | Mutual Funds | — | — | $3.8M | 4.6% | |
| Vanguard Target Retirement 2020 Fund " | Mutual Funds | — | — | $2.7M | 3.2% | |
| Vanguard Target Retirement 2045 Fund " | Mutual Funds | — | — | $2.7M | 3.2% | |
| Vanguard Target Retirement 2035 Fund " | Mutual Funds | — | — | $2.4M | 2.8% | |
| PUTNAM LARGE CAP VALUE TRUST IA PUTNAM INVESTMENTS CIT · EIN 82-3639536 / PN 000 | Common Collective Trust | — | — | $2.4M | 2.8% | |
| Vanguard Target Retirement Income Fund " | Mutual Funds | — | — | $2.3M | 2.7% | |
| Vanguard Target Retirement 2055 Fund " | Mutual Funds | — | — | $2.2M | 2.6% | |
| GGT Fidelity Institutional AM Core Plus Fixed Income CIT Class S " | Common Collective Trusts | — | — | $2.1M | 2.5% | |
| CGT FIDELITY INS AM COR PLS FXD INC GREAT GRAY · EIN 38-7275325 / PN 001 | Common Collective Trust | — | — | $2.1M | 2.5% | |
| CLEARBRIDGE INTERNATIONAL GRWTH CIT GREAT GRAY · EIN 82-3125078 / PN 346 | Common Collective Trust | — | — | $2.1M | 2.4% | |
| JPMorgan Emerging Markets Equity Fund Class R6 " | Other securities | — | — | $2.0M | 2.3% | |
| JPMorgan U.S. Equity Fund Class R6 " | Other securities | — | — | $1.6M | 1.9% | |
| Vanguard Target Retirement 2060 Fund " | Mutual Funds | — | — | $1.3M | 1.6% | |
| STATE ST S&P MIDCAP INDX SL CL XIV STATE STREET GLOBAL ADVISORS COLLECTIVE TRUSTS · EIN 90-0337987 / PN 000 | Common Collective Trust | — | — | $1.3M | 1.5% | |
| Principal Real Estate Securities Fund Class R6 " | Other securities | — | — | $1.1M | 1.3% | |
| STATE ST RUSSELL SMALL CAP IDX II STATE STREET GLOBAL ADVISORS COLLECTIVE TRUSTS · EIN 04-0025081 / PN 000 | Common Collective Trust | — | — | $1.1M | 1.3% | |
| Victory Sycamore Small Company Opportunity Fund R6 " | Common Stocks | — | — | $1.1M | 1.2% | |
| PUTNAM SMALL CAP GROWTH TRUST - CLA GREAT GRAY · EIN 86-1846156 / PN 677 | Common Collective Trust | — | — | $969K | 1.2% | |
| STATE ST US BND INDX SL CL XIV STATE STREET GLOBAL ADVISORS COLLECTIVE TRUSTS · EIN 90-0337987 / PN 000 | Common Collective Trust | — | — | $929K | 1.1% | |
| State Street Global All-Cap Equity ex-US Index SL Class II " | Other securities | — | — | $921K | 1.1% | |
| STATE ST GBL ALLCP EQ EX-US IDX SL STATE STREET GLOBAL ADVISORS COLLECTIVE TRUSTS · EIN 90-0337987 / PN 000 | Common Collective Trust | — | — | $921K | 1.1% | |
| STATE ST RUSSELL SMALL/MID IDX SL C STATE STREET GLOBAL ADVISORS COLLECTIVE TRUSTS · EIN 04-0025081 / PN 000 | Common Collective Trust | — | — | $834K | 1.0% | |
| MFS New Discovery Value Fund Class R6 " | Mutual Funds | — | — | $798K | 0.9% | |
| Transamerica International Equity R6 " | Other securities | — | — | $794K | 0.9% | |
| Vanguard Target Retirement 2070 Fund " | Mutual Funds | — | — | $712K | 0.8% | |
| BlackRock High Yield Portfolio Fund Class K " | Other securities | — | — | $696K | 0.8% | |
| Victory Sycamore Established Value Fund Class R6 " | Other securities | — | — | $628K | 0.7% | |
| John Hancock Funds Alternative Asset Allocation Fund Class R6 " | Other securities | — | — | $590K | 0.7% | |
| Calamos Market Neutral Income Fund Institutional Class " | Other securities | — | — | $578K | 0.7% | |
| Neuberger Berman Strategic Multi-Sector Fixed Income Group R " | Common Stocks | — | — | $568K | 0.7% | |
| NEUBERGER BRMN STRTGC MI SC FX IN W GREAT GRAY · EIN 20-4797982 / PN 000 | Common Collective Trust | — | — | $568K | 0.7% | |
| American Century Inflation-Adjusted Bond Fund Class R6 Mutual fund | Other securities | — | — | $519K | 0.6% | |
| Schwab Self-Directed Brokerage Roth " | Self-Directed Brokerage | — | — | $493K | 0.6% | |
| Vanguard Target Retirement 2065 Fund " | Mutual Funds | — | — | $488K | 0.6% | |
| IVY MID CAP GROWTH CIT S SEI TRUST COMPANY · EIN 45-3036428 / PN 004 | Common Collective Trust | — | — | $355K | 0.4% | |
| Vanguard Target Retirement 2025 Fund " | Mutual Funds | — | — | $340K | 0.4% | |
| Participant Loans (5.25% - 10.50%) - | Bonds / Notes | — | — | $333K | 0.4% | |
| CLEARBRIDGE SMALL CAP GROWH CIT CL GREAT GRAY · EIN 38-4065336 / PN 000 | Common Collective Trust | — | — | $0 | <0.1% | |
| GOLDMAN SACHS STABLE VALUE INST CL GOLDMAN SACHS CT OR SVF · EIN 13-4166989 / PN 000 | Common Collective Trust | — | — | $0 | <0.1% | |
| IVY MID CAP GROWTH CIT C IVY FUNDS · EIN 40-3036428 / PN 000 | Common Collective Trust | — | — | $0 | <0.1% |
