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

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Plans served

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Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
Two Trees Management Co. LLC Two Trees Management Co. LLC 401 · all filings	BROOKLYN, NY	Advisor / Consultant	105	$10.0M	$0	$0
International Institute of Los Angeles International Institute of Los Angeles Retirement Savings Plan · all filings	LOS ANGELES, CA	Advisor / Consultant	130	$5.3M	$13K	$0