· 2022–2024 · DOL EFAST2
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Sageview Advisor Group
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
1
Active participants
3,560
Total plan assets
$235.0M
Filings (rows)
1
Direct comp
$11K
Indirect comp
$0
Showing only "SAGEVIEW ADVISOR GROUP"
View all 15 variants aggregated →
SAGEVIEW ADVISORY GROUP
1,916
SAGEVIEW ADVISORY CONSULTING GROUP
38
SAGEVIEW ADVISORY
25
SAGEVIEW ADVISORY GRP
15
SAGEVIEW ADVISORS
11
SAGEVIEW ADVISORY GR
6
SAGEVIEW ADVISORY GROUP LLP
3
SERVICES PROVIDED
Advisor / Consultant
1
Plans served
All 1 plans
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Sponsor / Plan
Location
Services
Participants
Assets
Direct comp
Indirect comp
Rosen's Diversified, Inc.
Rosen's Diversified 401(k) Retirement Plan ·
all filings
EAGAN, MN
Advisor / Consultant
3,560
$235.0M
$11K
$0
SAGEVIEW ADVISORY 330818667
2
SAGEVIEW ADVISORY INVESTMENT
2
SAGEVIEW ADVISORY GRUOP
1
SAGEVIEW ADVISORY GROUP - INVESTMEN
1
SAGEVIEW ADVISOR GROUP
1
SAGEVIEW ADVISOR
1
SAGEVIEW ADVISORY GROU
1
SAGEVIEW ADVISORY GROUP LL
1
Sageview Advisor Group — Form 5500 Service Provider Profile | Form 5500 Search