Osaic Wealth Formerly Sagepoint

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

672

Total plan assets

$133.9M

Filings (rows)

Direct comp

$102K

Indirect comp

Showing only "OSAIC WEALTH FORMERLY SAGEPOINT"

View all 4 variants aggregated →

OSAIC WEALTH750 OSAIC WEALTH FORMERLY SAGEPOINT2 OSAIC WEALTH MANAGEMENT1 OSAIC WEALTH - ACH1

SERVICES PROVIDED

Other service providers2

Plans served

All 2 plansUnlock full export (Pro)

Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
Mount St. Joseph University Mount St. Joseph University Defined Contribution Plan · all filings	CINCINNATI, OH	Other service providers	345	$67.6M	$51K	$0
Mount St. Joseph University Mount St. Joseph University Defined Contribution Plan · all filings	CINCINNATI, OH	Other service providers	327	$66.3M	$50K	$0