SAGE INVEST
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
7
Active participants
5,440
Total plan assets
$1.2B
Filings (rows)
7
Direct comp
$222K
Indirect comp
$0
Aggregating 3 name variants under "SAGE INVEST"
SERVICES PROVIDED
Other5
Advisor / Consultant2
Top plans served
All 7 plans| Sponsor / Plan | Location | Service | Participants | Assets | Direct comp |
|---|---|---|---|---|---|
| CEMENT MASONS PENSION TRUST FUND FOR N.CAL CEMENT MASONS PENSION TRUST FUND FOR NORTHERN CALIFORNIA | DUBLIN, CA | Other NONE | 2,904 | $712.7M | $96K |
| ROCHESTER LABORERS PENSION FUND ROCHESTER LABORERS PENSION FUND | ROCHESTER, NY | Other NONE | 581 | $200.9M | $7K |
| ROCHESTER LABORERS PENSION FUND ROCHESTER LABORERS PENSION FUND | ROCHESTER, NY | Other NONE | 570 | $192.6M | $22K |
| ALTIUM PACKAGING LP ALTIUM PACKAGING PENSION PLAN | ATLANTA, GA | Advisor / Consultant INVESTMENT ADVISORY | 65 | $60.2M | $50K |
| ROCHESTER LABORERS' WELFARE - SUB FUND UNEMPLOYMENT BENEFIT FUND ROCHESTER LABORERS' WELFARE AND SUPPLEMENTAL UNEMPLOYMENT BENEFIT FUND | ROCHESTER, NY | Other NONE | 725 | $23.2M | $6K |
| ROCHESTER LABORERS' WELFARE - SUB FUND UNEMPLOYMENT BENEFIT FUND ROCHESTER LABORERS' WELFARE AND SUPPLEMENTAL UNEMPLOYMENT BENEFIT FUND | ROCHESTER, NY | Other NONE | 595 | $21.1M | $5K |
| ALTIUM PACKAGING LP ALTIUM PACKAGING LP SALARIED PENSION PLAN | ATLANTA, GA | Advisor / Consultant INVESTMENT MANAGER | 0 | $1.1M | $36K |