Sage Advisors

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

3,339

Total plan assets

$719.6M

Filings (rows)

Direct comp

$118K

Indirect comp

SERVICES PROVIDED

Advisor / Consultant5

Investment manager2

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Plans served

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Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
Sheet Metal Workers Local No. 20 Indianapolis Area, Pension Fund Sheet Metal Workers Local No. 20, Indianapolis Area, Pension Fund · all filings	INDIANAPOLIS, IN	Advisor / Consultant	886	$194.2M	$35K	$0
Sheet Metal Workers Local No. 20 Indianapolis Area, Pension Fund Sheet Metal Workers Local No. 20, Indianapolis Area, Pension Fund · all filings	INDIANAPOLIS, IN	Advisor / Consultant	832	$174.2M	$34K	$0
Board of Trustees, Sheet Metal Workers Local No. 292 Pension Fund Sheet Metal Workers Local No. 292 Pension Fund · all filings	TROY, MI	Investment manager	608	$166.4M	$0	$0
Board of Trustees, Sheet Metal Workers Local No. 292 Pension Fund Sheet Metal Workers Local No. 292 Pension Fund · all filings	TROY, MI	Investment manager	608	$160.0M	$0	$0
Compass Construction Management Compass Construction 401(k) Plan · all filings	KIRKLAND, WA	Advisor / Consultant	128	$10.5M	$19K	$0
Compass Construction Management Compass Construction 401(k) Plan · all filings	KIRKLAND, WA	Advisor / Consultant	131	$8.2M	$16K	$0
Compass Construction Management Compass Construction 401(k) Plan · all filings	KIRKLAND, WA	Advisor / Consultant	146	$6.2M	$14K	$0