Sage View Advisory Group, LLC — 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 View Advisory Group, LLC is reported as a service provider on 7 loaded Form 5500 filing(s) across 6 plan sponsor(s) and 7 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $237,062 and reported indirect compensation totals not reported in the loaded dataset.

Reported compensation summary

Reported direct compensation
$237,062
Reported indirect compensation
not reported in the loaded dataset
Total reported compensation
$237,062
Filings
7
Plan sponsors
6
Plans
7
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

Plan sponsors reporting the most compensation to Sage View Advisory Group, LLC
SponsorStatePlansReported compensation
Wabash National Corp.IN1$73,723
Harvard Med. Faculty Physicians At Beth Israel Deaconess Med. Ctr. IncMA2$55,000
Donohoe Hospitality ServicesMD1$47,652
Drivetime Automotive Group IncAZ1$37,500
Tufts Medical Center, Inc.MA1$20,272
The Atlanta Botanical Garden, Inc.GA1$2,915

State footprint

Plans reporting Sage View Advisory Group, LLC are sponsored in MA (3), AZ (1), GA (1), IN (1), MD (1).

Plans reporting this provider

Reported on these loaded Form 5500 filings
SponsorPlanYearDirect comp.Indirect comp.
Wabash National Corp.Wabash National Corp. 401k Plan2023$73,723not reported in the loaded dataset
Donohoe Hospitality ServicesDonohoe Hospitality Services 401(K) Plan2023$47,652not reported in the loaded dataset
Drivetime Automotive Group IncDrivetime 401(K) Plan2023$37,500not reported in the loaded dataset
Harvard Med. Faculty Physicians At Beth Israel Deaconess Med. Ctr. IncHarvard Medical Faculty Physicians At Beth Israel Deaconess Medical Center, Inc. Retirement Plan2023$30,000not reported in the loaded dataset
Harvard Med. Faculty Physicians At Beth Israel Deaconess Med. Ctr. IncHarvard Medical Faculty Physicians At Beth Israel Deaconess Medical Center, Inc. 401(K) Savings And Investment Plan2023$25,000not reported in the loaded dataset
Tufts Medical Center, Inc.Tufts Medical Center, Inc. Retirement Savings Plan - 403(B)2023$20,272not reported in the loaded dataset
The Atlanta Botanical Garden, Inc.The Atlanta Botanical Garden, Inc. 403(B) Retirement Savings Plan2023$2,915not reported in the loaded dataset

Related Form 5500 pages