LOCKBOX SAGEVIEW ADVISOR

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

2,009

Total plan assets

$357.5M

Filings (rows)

Direct comp

$127K

Indirect comp

$73

Showing only "LOCKBOX SAGEVIEW ADVISOR"

View all 2 variants aggregated →

LOCKBOX SAGEVIEW ADVISOR2 LOCKBOX SAGEVIEW ADVISORY GROUP1

SERVICES PROVIDED

Advisor / Consultant2

Plans served

All 2 plans

Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
TEKNOR APEX COMPANY TEKNOR SAVINGS PLUS PLAN	PAWTUCKET, RI	Advisor / Consultant	1,681	$273.4M	$83K	$73
CLARK NEXSEN, INC. CLARK NEXSEN, INC. 401(K) PLAN	VIRGINIA BEACH, VA	Advisor / Consultant	328	$84.2M	$44K