SAGEPOINT 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

235

Total plan assets

$15.4M

Filings (rows)

Direct comp

$13K

Indirect comp

SERVICES PROVIDED

Advisor / Consultant2

Top plans served

All 2 plans

Sponsor / Plan	Location	Service	Participants	Assets	Direct comp
TWO TREES MANAGEMENT CO. LLC TWO TREES MANAGEMENT CO. LLC 401	BROOKLYN, NY	Advisor / Consultant ADVISOR	105	$10.0M	$0
INTERNATIONAL INSTITUTE OF LOS ANGELES INTERNATIONAL INSTITUTE OF LOS ANGELES RETIREMENT SAVINGS PLAN	LOS ANGELES, CA	Advisor / Consultant ADVISOR	130	$5.3M	$13K