Sage Wealth Management 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

2,030

Total plan assets

$818.0M

Filings (rows)

Direct comp

$79K

Indirect comp

SERVICES PROVIDED

Other service providers3

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Plans served

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Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
IBEW Local No. 86 Pension Fund Board of Trustees IBEW Local No. 86 Pension Fund · all filings	ROCHESTER, NY	Other service providers	727	$285.2M	$23K	$0
IBEW Local No. 86 Pension Fund Board of Trustees IBEW Local No. 86 Pension Fund · all filings	ROCHESTER, NY	Other service providers	693	$277.3M	$30K	$0
IBEW Local No. 86 Pension Fund Board of Trustees IBEW Local No. 86 Pension Fund · all filings	ROCHESTER, NY	Other service providers	610	$255.5M	$27K	$0