Sagepoint Financial Services

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

2,307

Total plan assets

$356.1M

Filings (rows)

Direct comp

$263K

Indirect comp

Showing only "SAGEPOINT FINANCIAL SERVICES"

View all 4 variants aggregated →

SAGEPOINT FINANCIAL173 SAGEPOINT FINANCIAL SERVICES6 SAGEPOINT FINANCIAL JBA FINANC1 SAGEPOINT FINANCIAL FBO BRIAN MURPH1

SERVICES PROVIDED

Other service providers6

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Plans served

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Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
Franklin University Franklin University Defined Contribution Retirement Plan · all filings	COLUMBUS, OH	Other service providers	548	$114.3M	$28K	$0
Franklin University Franklin University Defined Contribution Retirement Plan · all filings	COLUMBUS, OH	Other service providers	537	$102.0M	$101K	$0
Franklin University Franklin University Defined Contribution Retirement Plan · all filings	COLUMBUS, OH	Other service providers	522	$88.9M	$95K	$0
Franklin University Franklin University Tax Deferred Annuity Plan · all filings	COLUMBUS, OH	Other service providers	241	$19.2M	$5K	$0
Franklin University Franklin University Tax Deferred Annuity Plan · all filings	COLUMBUS, OH	Other service providers	233	$17.1M	$18K	$0
Franklin University Franklin University Tax Deferred Annuity Plan · all filings	COLUMBUS, OH	Other service providers	226	$14.6M	$16K	$0