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
3
Active participants
6,527
Total plan assets
$992.7M
Filings (rows)
3
Direct comp
$202K
Indirect comp
$73
Aggregating 2 name variants under "LOCKBOX SAGEVIEW"
SERVICES PROVIDED
Advisor / Consultant3
Top plans served
All 3 plans| Sponsor / Plan | Location | Service | Participants | Assets | Direct comp |
|---|---|---|---|---|---|
| PROHEALTH CARE, INC. PROHEALTH RETIREMENT SAVINGS PLAN | WAUKESHA, WI | Advisor / Consultant INVESTMENT ADVISORY | 4,518 | $635.2M | $75K |
| TEKNOR APEX COMPANY TEKNOR SAVINGS PLUS PLAN | PAWTUCKET, RI | Advisor / Consultant INVESTMENT ADVISORY | 1,681 | $273.4M | $83K |
| CLARK NEXSEN, INC. CLARK NEXSEN, INC. 401(K) PLAN | VIRGINIA BEACH, VA | Advisor / Consultant INVESTMENT ADVISORY | 328 | $84.2M | $44K |