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

SERVICES PROVIDED

Other service providers6

Plans served

All 6 plans

Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
FRANKLIN UNIVERSITY FRANKLIN UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN	COLUMBUS, OH	Other service providers	548	$114.3M	$28K	$0
FRANKLIN UNIVERSITY