Lockbox Sageview

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

6,527

Total plan assets

$992.7M

Filings (rows)

Direct comp

$202K

Indirect comp

$73

Aggregating 2 name variants under "LOCKBOX SAGEVIEW"

Click a variant to view it alone

LOCKBOX SAGEVIEW ADVISOR2 LOCKBOX SAGEVIEW ADVISORY GROUP1

SERVICES PROVIDED

Advisor / Consultant3

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Plans served

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Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
Prohealth Care, Inc. Prohealth Retirement Savings Plan · all filings	WAUKESHA, WI	Advisor / Consultant	4,518	$635.2M	$75K	$0
Teknor Apex Company Teknor Savings Plus Plan · all filings	PAWTUCKET, RI	Advisor / Consultant	1,681	$273.4M	$83K	$73
Clark Nexsen, Inc. Clark Nexsen, Inc. 401(k) Plan · all filings	VIRGINIA BEACH, VA	Advisor / Consultant	328	$84.2M	$44K	$0