Sage Advisory — Form 5500 Schedule C service provider compensation
Reported service provider summary
According to public Form 5500 Schedule C data published through public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Sage Advisory is reported as a service provider on 9 loaded Form 5500 filing(s) across 9 plan sponsor(s) and 9 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $960,547 and reported indirect compensation totals not reported in the loaded dataset.
Reported compensation summary
- Reported direct compensation
- $960,547
- Reported indirect compensation
- not reported in the loaded dataset
- Total reported compensation
- $960,547
- Filings
- 9
- Plan sponsors
- 9
- Plans
- 9
- Latest filing year
- 2023
Figures are reported Schedule C service provider compensation as disclosed by plan sponsors. They are presented objectively and are not a statement about whether any compensation is high, low, or reasonable.
Top plan sponsors by reported compensation
| Sponsor | State | Plans | Reported compensation |
|---|---|---|---|
| American Fidelity Corporation | OK | 1 | $334,138 |
| Mary Kay Inc. | TX | 1 | $165,790 |
| Sheet Metal Workers Pension Trust | CA | 1 | $159,014 |
| Trustees Of The Smart Local 265 Pension Fund | IL | 1 | $120,923 |
| Plumbers Pension Fund Local 24 Board Of Trustees | NJ | 1 | $59,844 |
| Board Of Trustees, Entertainment Industry Flex Plan | CA | 1 | $57,714 |
| Board Of Trustees Of United Steelworkers Pension Trust Fund | KY | 1 | $29,799 |
| Bd. Of Trustees Of Machinists Retiree Health Investment Plan | CA | 1 | $17,801 |
| Board Of Trustees, Texas Iron Workers' Pension Plan | TX | 1 | $15,524 |
State footprint
Plans reporting Sage Advisory are sponsored in CA (3), TX (2), IL (1), KY (1), NJ (1), OK (1).
Plans reporting this provider
| Sponsor | Plan | Year | Direct comp. | Indirect comp. |
|---|---|---|---|---|
| American Fidelity Corporation | Retirement Plan Of American Fidelity Group | 2023 | $334,138 | not reported in the loaded dataset |
| Mary Kay Inc. | Mary Kay Inc. Profit Sharing And 401(K) Plan | 2023 | $165,790 | not reported in the loaded dataset |
| Sheet Metal Workers Pension Trust | Sheet Metal Workers Pension Plan Of Northern California | 2023 | $159,014 | not reported in the loaded dataset |
| Trustees Of The Smart Local 265 Pension Fund | Smart Local 265 Pension Fund | 2023 | $120,923 | not reported in the loaded dataset |
| Plumbers Pension Fund Local 24 Board Of Trustees | Ua Plumbers Local 24 Pension Fund | 2023 | $59,844 | not reported in the loaded dataset |
| Board Of Trustees, Entertainment Industry Flex Plan | Entertainment Industry Flex Plan | 2023 | $57,714 | not reported in the loaded dataset |
| Board Of Trustees Of United Steelworkers Pension Trust Fund | United Steelworkers Of America, Afl-Cio-Clc Highway Contractors Multi-Employer Pension Plan | 2023 | $29,799 | not reported in the loaded dataset |
| Bd. Of Trustees Of Machinists Retiree Health Investment Plan | Machinists Retiree Health Investment Plan | 2023 | $17,801 | not reported in the loaded dataset |
| Board Of Trustees, Texas Iron Workers' Pension Plan | Texas Iron Workers' Pension Plan | 2023 | $15,524 | not reported in the loaded dataset |
Related Form 5500 pages
- Retirement Plan Of American Fidelity Group (plan 001)
- American Fidelity Corporation — all reported plans
- Mary Kay Inc. Profit Sharing And 401(K) Plan (plan 001)
- Mary Kay Inc. — all reported plans
- Sheet Metal Workers Pension Plan Of Northern California (plan 001)
- Sheet Metal Workers Pension Trust — all reported plans
- Smart Local 265 Pension Fund (plan 001)
- Trustees Of The Smart Local 265 Pension Fund — all reported plans
- Ua Plumbers Local 24 Pension Fund (plan 001)
- Plumbers Pension Fund Local 24 Board Of Trustees — all reported plans
- Entertainment Industry Flex Plan (plan 501)
- Board Of Trustees, Entertainment Industry Flex Plan — all reported plans
- United Steelworkers Of America, Afl-Cio-Clc Highway Contractors Multi-Employer Pension Plan (plan 001)
- Board Of Trustees Of United Steelworkers Pension Trust Fund — all reported plans
- Machinists Retiree Health Investment Plan (plan 501)
- Bd. Of Trustees Of Machinists Retiree Health Investment Plan — all reported plans
- Texas Iron Workers' Pension Plan (plan 001)
- Board Of Trustees, Texas Iron Workers' Pension Plan — all reported plans
- Form 5500 Schedule C explained
- Methodology
- Data sources