Lockbox Sageview Advisory Group

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

4,518

Total plan assets

$635.2M

Filings (rows)

Direct comp

$75K

Indirect comp

Showing only "LOCKBOX SAGEVIEW ADVISORY GROUP"

View all 2 variants aggregated →

LOCKBOX SAGEVIEW ADVISOR4 LOCKBOX SAGEVIEW ADVISORY GROUP1

SERVICES PROVIDED

Advisor / Consultant1

Plans served

All 1 plansUnlock full export (Pro)

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