SAGEPOINT FINANCIAL FBO BRIAN MURPH

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

194

Total plan assets

$3.4M

Filings (rows)

Direct comp

$8K

Indirect comp

Showing only "SAGEPOINT FINANCIAL FBO BRIAN MURPH"

View all 4 variants aggregated →

SAGEPOINT FINANCIAL172 SAGEPOINT FINANCIAL SERVICES6 SAGEPOINT FINANCIAL JBA FINANC1 SAGEPOINT FINANCIAL FBO BRIAN MURPH1

SERVICES PROVIDED

Advisor / Consultant1

Plans served

All 1 plans

Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
INCLUSIVE EDUCATION AND COMMUN INCLUSIVE EDUCATION AND COMMUN 401(K) PROFIT SHARING PLAN & TRUST	OXNARD, CA	Advisor / Consultant	194	$3.4M	$8K	$0