Sage Advisory Group — 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 Group is reported as a service provider on 13 loaded Form 5500 filing(s) across 13 plan sponsor(s) and 13 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $634,180 and reported indirect compensation totals not reported in the loaded dataset.
Reported compensation summary
- Reported direct compensation
- $634,180
- Reported indirect compensation
- not reported in the loaded dataset
- Total reported compensation
- $634,180
- Filings
- 13
- Plan sponsors
- 13
- Plans
- 13
- 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 |
|---|---|---|---|
| City Of Hope Medical Group, Inc. | CA | 1 | $129,231 |
| Latham & Watkins Llp | CA | 1 | $105,000 |
| Axa Group Operations Americas Inc. | NY | 1 | $72,816 |
| Pacific Coast Building Products, Inc. | CA | 1 | $64,353 |
| Public Consulting Group LLC | MA | 1 | $61,048 |
| Community Brands Parentco, LLC | FL | 1 | $56,648 |
| Oportun, Inc. | CA | 1 | $37,500 |
| Century Fence Co. | WI | 1 | $35,000 |
| Summit Funding, Inc. | CA | 1 | $31,350 |
| Ls3p Associates Ltd. | SC | 1 | $13,514 |
State footprint
Plans reporting Sage Advisory Group are sponsored in CA (6), FL (1), MA (1), NY (1), OH (1), SC (1), AZ (1), WI (1).
Plans reporting this provider
| Sponsor | Plan | Year | Direct comp. | Indirect comp. |
|---|---|---|---|---|
| City Of Hope Medical Group, Inc. | City Of Hope Medical Group 401k Retirement Savings Plan | 2023 | $129,231 | not reported in the loaded dataset |
| Latham & Watkins Llp | Latham & Watkins 401(K) Savings And Profit Sharing Plan | 2023 | $105,000 | not reported in the loaded dataset |
| Axa Group Operations Americas Inc. | Axa Group Operations Americas Inc.401(K) Profit Sharing Plan | 2023 | $72,816 | not reported in the loaded dataset |
| Pacific Coast Building Products, Inc. | Pacific Coast Building Products, Inc. Profit Sharing/Ret Plan & Trust Agreement | 2023 | $64,353 | not reported in the loaded dataset |
| Public Consulting Group LLC | Public Consulting Group LLC 401(K) Profit Sharing Plan | 2023 | $61,048 | not reported in the loaded dataset |
| Community Brands Parentco, LLC | Community Brands 401(K) Plan | 2023 | $56,648 | not reported in the loaded dataset |
| Oportun, Inc. | Oportun 401(K) Plan | 2023 | $37,500 | not reported in the loaded dataset |
| Century Fence Co. | Century Fence Company Retirement Plan | 2023 | $35,000 | not reported in the loaded dataset |
| Summit Funding, Inc. | Summit Funding, Inc. 401(K) Plan | 2023 | $31,350 | not reported in the loaded dataset |
| Ls3p Associates Ltd. | Ls3p 401(K) Plan | 2023 | $13,514 | not reported in the loaded dataset |
| Lewis Roca Rothgerber Christie Llp | Lewis Roca Rothgerber Christie Llp Retirement Plan A | 2023 | $13,000 | not reported in the loaded dataset |
| Us Acute Care Solutions | Uh Clinical Associates, LLC 401(K) Retirement Plan | 2023 | $7,500 | not reported in the loaded dataset |
| Marvell Semiconductor, Inc. | Marvell Semiconductor 401k Retirement Plan | 2023 | $7,220 | not reported in the loaded dataset |
Related Form 5500 pages
- City Of Hope Medical Group 401k Retirement Savings Plan (plan 001)
- City Of Hope Medical Group, Inc. — all reported plans
- Latham & Watkins 401(K) Savings And Profit Sharing Plan (plan 001)
- Latham & Watkins Llp — all reported plans
- Axa Group Operations Americas Inc.401(K) Profit Sharing Plan (plan 002)
- Axa Group Operations Americas Inc. — all reported plans
- Pacific Coast Building Products, Inc. Profit Sharing/Ret Plan & Trust Agreement (plan 002)
- Pacific Coast Building Products, Inc. — all reported plans
- Public Consulting Group LLC 401(K) Profit Sharing Plan (plan 001)
- Public Consulting Group LLC — all reported plans
- Community Brands 401(K) Plan (plan 001)
- Community Brands Parentco, LLC — all reported plans
- Oportun 401(K) Plan (plan 001)
- Oportun, Inc. — all reported plans
- Century Fence Company Retirement Plan (plan 001)
- Century Fence Co. — all reported plans
- Summit Funding, Inc. 401(K) Plan (plan 001)
- Summit Funding, Inc. — all reported plans
- Ls3p 401(K) Plan (plan 001)
- Ls3p Associates Ltd. — all reported plans
- Lewis Roca Rothgerber Christie Llp Retirement Plan A (plan 002)
- Lewis Roca Rothgerber Christie Llp — all reported plans
- Uh Clinical Associates, LLC 401(K) Retirement Plan (plan 003)
- Us Acute Care Solutions — all reported plans
- Marvell Semiconductor 401k Retirement Plan (plan 001)
- Marvell Semiconductor, Inc. — all reported plans
- Form 5500 Schedule C explained
- Methodology
- Data sources