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

Other3

Top plans served

All 3 plans

Sponsor / Plan	Location	Service	Participants	Assets	Direct comp
IBEW LOCAL NO. 86 PENSION FUND BOARD OF TRUSTEES IBEW LOCAL NO. 86 PENSION FUND	ROCHESTER, NY	Other NONE	727	$285.2M	$23K
IBEW LOCAL NO. 86 PENSION FUND BOARD OF TRUSTEES IBEW LOCAL NO. 86 PENSION FUND	ROCHESTER, NY	Other NONE	693	$277.3M	$30K
IBEW LOCAL NO. 86 PENSION FUND BOARD OF TRUSTEES