CLOSED DLR-SAGEPOINT FINANCIAL

Aggregated across all Schedule C name variants below. DOL truncates provider names to 35 chars, so the same legal entity is filed under multiple spellings.

Plans served

Active participants

2,770

Total plan assets

$79.1M

Filings (rows)

Direct comp

$83K

Indirect comp

SERVICES PROVIDED

Advisor / Consultant4

Top plans served

All 4 plans

Sponsor / Plan	Location	Service	Participants	Assets	Direct comp
TRI-STARR MANAGEMENT SERVICES, INC LEGACY 401(K) PLAN	FRANKLIN, IN	Advisor / Consultant ADVISOR	1,098	$38.6M	$33K
ARRAY TECH, INC. ARRAY TECH, INC. 401(K) PLAN	ALBUQUERQUE, NM	Advisor / Consultant ADVISOR	459	$25.2M	$23K
ORION REAL ESTATE SERVICES, INC. ORION REAL ESTATE SERVICES, INC. 401K PLAN