Plans listing this provider
397
0.70% of the 56,420 plans with Schedule H financials; 368 in 2023
Providers › Sageview Advisory Group, LLC
Sageview Advisory Group, LLC
- Service provider, as named on Schedule C
- EIN 330818667
- Plan year 2024
- Direct compensation reported $16,685,687
Assets of those plans
$101,411,143,425
1.30% of all Schedule H plan assets
Plans where it is the recordkeeper
24
service code 65 (recordkeeping) or 64 (recordkeeping and information management)
Direct compensation reported, all plans
$16,685,687
90% of its Schedule C lines carry a positive direct amount
Direct compensation is Schedule C line 2(d), paid by the plan. Indirect compensation (revenue sharing and similar) is a flag on the filing and is not included in these amounts. A provider's name is spelled as filed; the same firm can appear under several spellings.
Services reported
| Service code | Meaning | Plans |
|---|---|---|
| 27 | Investment advisory (plan) | 236 |
| 50 | Direct payment from the plan | 95 |
| 16 | Consulting (general) | 75 |
| 99 | Other fees | 75 |
| 26 | Investment advisory (participants) | 43 |
| 70 | Consulting fees | 33 |
| 28 | Investment management | 31 |
| 49 | Other services | 25 |
Largest plans served
| Plan | Employer | Assets | Participants | Direct compensation |
|---|---|---|---|---|
| Latham & Watkins 401(k) Savings and Profit Sharing Plan | Latham & Watkins | $3,071,147,941 | 8,020 | $140,000 |
| General Atomics 401(k) Retirement Savings Plan | General Atomics | $2,766,885,837 | 15,974 | $60,000 |
| Western Digital Corporation 401(k) Plan | Western Digital | $2,476,282,302 | 10,063 | $52,500 |
| Tesla, Inc. 401(k) Plan | Tesla | $2,463,522,980 | 68,149 | $236,443 |
| Stantec 401(k) Plan | Stantec Consulting Services | $2,319,061,108 | 16,079 | $84,000 |
| Parsons Corporation Retirement Savings Plan | Parsons | $2,274,724,861 | 15,459 | $133,374 |
| Environmental Systems Research Institute, Inc. 401(k) Investment and Profit Sharing Plan | Environmental Systems Research Institute | $2,146,344,116 | 6,281 | $129,371 |
| KLA 401(k) Plan | KLA | $2,113,602,801 | 6,646 | $85,303 |
| Servicenow, Inc. 401(k) Plan | Servicenow | $1,993,663,575 | 15,325 | $12,000 |
| US Acute Care Solutions Profit Sharing/401(k) Plan and Trust | US Acute Care Solutions | $1,936,028,508 | 9,720 | $113,925 |
| Astellas US Retirement and Savings Plan | Astellas US | $1,875,482,813 | 5,532 | $50,000 |
| Asml US Employees' Savings and Retirement Plan | Asml US | $1,808,751,627 | 9,977 | $74,000 |
| Ardent Health Services Retirement Savings Plan | AHS Management | $1,586,669,255 | 20,675 | $100,000 |
| Evergy, Inc. 401k Savings Plan | Evergy | $1,495,607,941 | 5,978 | $82,362 |
| Equifax Inc. 401k Plan | Equifax | $1,472,799,033 | 9,702 | $108,125 |
| Villagemd 401(k) Retirement Savings Plan | Village Practice Management | $1,449,601,065 | 16,315 | $61,300 |
| Avaya Savings Plan for Salaried Employees | Avaya | $1,408,462,220 | 4,923 | $136,412 |
| Morrison & Foerster LLP Retirement Plan Part I | Morrison & Foerster | $1,407,097,534 | 3,528 | $106,011 |
| Marvell Semiconductor 401k Retirement Plan | Marvell Semiconductor | $1,363,520,692 | 5,416 | $9,019 |
| SSM Health 401(k) Plan | SSM Health Care | $1,362,987,531 | 6,244 | $33,591 |
| Renesas Electronics America Inc. 401(k) Plan | Renesas Electronics America | $1,356,878,783 | 4,306 | $102,006 |
| The ODP Corporation Retirement Savings Plan | ODP International | $1,332,085,293 | 21,023 | $110,000 |
| Maxar 401(k) Profit Sharing Plan | Maxar Technologies | $1,324,746,948 | 6,220 | $54,375 |
| Palo Alto Networks, Inc. 401(k) Plan | Palo Alto Networks | $1,308,576,118 | 9,879 | $26,802 |
| Hoag Sheltered Savings Plan | Hoag Memorial Hospital Presbyterian | $1,253,760,432 | 11,498 | $105,000 |
Form 5500 Schedule C Part I line 2, plan year 2024, plans with Schedule H financials and a 401(k) feature. Provider identity: Schedule C EIN where given, else the normalized name.