Sagepoint Financial Inc — 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, Sagepoint Financial Inc is reported as a service provider on 62 loaded Form 5500 filing(s) across 62 plan sponsor(s) and 62 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $775,329 and reported indirect compensation totals $275,426.
Reported compensation summary
- Reported direct compensation
- $775,329
- Reported indirect compensation
- $275,426
- Total reported compensation
- $1,050,755
- Filings
- 62
- Plan sponsors
- 62
- Plans
- 62
- 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 |
|---|---|---|---|
| Array Tech, Inc. | NM | 1 | $45,063 |
| Berje, Inc. | NJ | 1 | $44,184 |
| Cacique Foods LLC | TX | 1 | $41,433 |
| Tri-Starr Management Services, Inc | IN | 1 | $40,074 |
| Trescal, Inc. | MI | 1 | $37,709 |
| Capitol County Childrens Collab | NJ | 1 | $35,050 |
| Principal Life Insurance Company | IA | 1 | $34,841 |
| Bradbury Stamm Construction, Inc. | NM | 1 | $33,504 |
| Summit Automotive Partners | CO | 1 | $31,414 |
| Pleasant River Lumber Company | ME | 1 | $30,583 |
State footprint
Plans reporting Sagepoint Financial Inc are sponsored in MI (8), TX (7), NJ (7), NM (7), ME (6), GA (4), CA (4), OH (3), IL (3), CO (3), MO (2), MN (2).
Plans reporting this provider
| Sponsor | Plan | Year | Direct comp. | Indirect comp. |
|---|---|---|---|---|
| Array Tech, Inc. | Array Tech, Inc. 401(K) Plan | 2023 | $45,063 | not reported in the loaded dataset |
| Berje, Inc. | Berje, Inc. Retirement Plan | 2023 | $44,165 | $19 |
| Cacique Foods LLC | Cacique Foods LLC Profit Sharing /Salary Savings Plan | 2023 | $41,433 | $0 |
| Tri-Starr Management Services, Inc | Legacy 401(K) Plan | 2023 | $40,074 | not reported in the loaded dataset |
| Trescal, Inc. | Trescal, Inc. Employee 401(K) Plan | 2023 | $0 | $37,709 |
| Capitol County Childrens Collab | Employee Benefit Plan Of Capitol County Children'S Collaborative | 2023 | $35,050 | $0 |
| Principal Life Insurance Company | Principal Ease 401(K) Plan | 2023 | $25,353 | $9,488 |
| Bradbury Stamm Construction, Inc. | Bradbury Stamm Construction, Inc. 401(K) Plan | 2023 | $33,504 | not reported in the loaded dataset |
| Summit Automotive Partners | Summit Automotive Partners Retirement Savings Plan | 2023 | $31,414 | not reported in the loaded dataset |
| Pleasant River Lumber Company | Pleasant River Lumber Company 401(K) Plan | 2023 | $30,583 | not reported in the loaded dataset |
| Retail Association Of Maine | The Alliance Of State Retail Associations 401(K) Plan & Trust | 2023 | $30,499 | not reported in the loaded dataset |
| Great Day Improvements, LLC | Great Day Improvements, LLC 401(K) Plan | 2023 | $30,391 | not reported in the loaded dataset |
| The Dave Thomas Family Companies, LLC | The Dave Thomas Family Companies, LLC 401(K) Profit Sharing Plan | 2023 | $0 | $26,623 |
| Albuquerque Publishing Company | Albuquerque Publishing Company 401(K) Plan | 2023 | $26,357 | not reported in the loaded dataset |
| Valley Distributors, Inc. D/B/A Valley Beverage | Valley Distributors, Inc. Profit Sharing 401(K) Plan | 2023 | $25,220 | not reported in the loaded dataset |
| Pacific Biosciences Of California, Inc. | Pacific Biosciences Of California, Inc. 401(K) Plan | 2023 | $24,108 | not reported in the loaded dataset |
| Premium Consulting Corp | Next Level Solutions Savings Plan | 2023 | $23,740 | not reported in the loaded dataset |
| Adelante Development Center, Inc. | Adelante Development Center, Inc. 403(B) Plan | 2023 | $23,466 | not reported in the loaded dataset |
| The Life Is Good Company | The Life Is Good Company 401(K) Profit Sharing Plan | 2023 | $22,951 | not reported in the loaded dataset |
| Rose Brand Wipers, Inc. | Rose Brand Wipers Profit Sharing Plan | 2023 | $22,438 | $0 |
| Msg Global Solutions, Inc. | Msg Global Solutions, Inc. 401(K) Profit Sharing Plan | 2023 | $0 | $21,928 |
| Orion Real Estate Services, Inc. | Orion Real Estate Services, Inc. 401k Plan | 2023 | $21,773 | not reported in the loaded dataset |
| Foster Corporation | Foster Corporation 401(K) Plan | 2023 | $0 | $21,768 |
| Napleton Auto Werks | Napleton Auto Werks 401(K) Plan | 2023 | $21,387 | not reported in the loaded dataset |
| Prime Finance Advisor, L.P. | Prime Finance Advisor, L.P. 401(K) Profit Sharing Plan & Trust | 2023 | $0 | $20,455 |
| Motivational Systems, Inc. | Motivational Systems, Inc. 401(K) Retirement Plan | 2023 | $19,904 | $0 |
| Effective School Solutions, LLC | Effective School Solutions, LLC 401(K) Plan | 2023 | $0 | $16,947 |
| Swnb Bancorp Inc | Swnb Bancorp Inc 401(K) Plan | 2023 | $0 | $16,943 |
| Mms Holdings Inc | Mms Holdings Inc 401(K) Profit Sharing Plan & Trust | 2023 | $16,622 | not reported in the loaded dataset |
| Rodl Management, Inc. | Rodl Management, Inc. 401(K) Savings Plan | 2023 | $15,632 | not reported in the loaded dataset |
| Ocean Health Initiatives, Inc. | Ocean Health Initiatives, Inc. 401(K) Plan | 2023 | $15,301 | $0 |
| Mapal Inc. | Mapal Inc. Office 401(K) Plan | 2023 | $0 | $14,377 |
| Nepw Logistics Inc. | Nepw Logistics Inc. 401(K) Plan | 2023 | $13,772 | not reported in the loaded dataset |
| City Barbeque | City Barbeque 401k Plan | 2023 | $13,500 | not reported in the loaded dataset |
| Chicago Clinical Laboratories, Ltd | Nicl Laboratories 401(K) Savings And Profit Sharing Plan | 2023 | $0 | $13,296 |
| Lefebvre Companies, Inc. | Lefebvre Companies 401(K) Plan | 2023 | $11,717 | not reported in the loaded dataset |
| Tri-County Mental Health Services | Tri-County Mental Health Services 403(B) Plan | 2023 | $11,631 | not reported in the loaded dataset |
| Advantage Home Care, Inc. | Advantage Home Care, Inc. 401(K) Profit Sharing Plan | 2023 | $9,913 | $0 |
| Ram Construction Services Of Michigan, Inc. | Ram Construction Services 401(K) Plan | 2023 | $0 | $8,852 |
| W. W. Wood Products, Inc. | W.W. Wood Products, Inc. 401k Plan | 2023 | $0 | $8,767 |
| Noble House Home Furnishings LLC | Noble House Home Furnishings LLC 401(K) Profit Sharing Plan And T | 2023 | $8,702 | $0 |
| Paychex Retirement LLC | Paychex Pooled Employer 401(K) Plan | 2023 | $8,395 | not reported in the loaded dataset |
| Mackin Book Company | Mackin Educational Resources 401(K) Retirement Savings Plan | 2023 | $0 | $7,613 |
| Lee Management Company | Lee Management Company 401(K) Profit Sharing | 2023 | $0 | $7,484 |
| Lotus International Company | Lotus International Company 401(K) Profit Sharing Plan & Trust | 2023 | $7,065 | not reported in the loaded dataset |
| Otf Fitness Partners Houston LLC | Otf Fitness Partners Houston LLC 401(K) Profit Sharing Plan And Trust | 2023 | $0 | $6,895 |
| Cabinet Specialists | Cabinet Specialists 401(K) Plan | 2023 | $0 | $6,634 |
| Aries Freight Systems Lp | Aries Freight Systems Lp 401(K) Profit Sharing Plan And Trust | 2023 | $6,561 | not reported in the loaded dataset |
| Corporate Medical Advisor Holdings, Inc. | Corporate Medical Advisor Holdings, Inc. 401(K) Plan | 2023 | $0 | $6,549 |
| Coordinated Family Care Of Middlesex County | Coordinated Family Care 401(K) Plan | 2023 | $0 | $6,090 |
Related Form 5500 pages
- Array Tech, Inc. 401(K) Plan (plan 001)
- Array Tech, Inc. — all reported plans
- Berje, Inc. Retirement Plan (plan 003)
- Berje, Inc. — all reported plans
- Cacique Foods LLC Profit Sharing /Salary Savings Plan (plan 001)
- Cacique Foods LLC — all reported plans
- Legacy 401(K) Plan (plan 001)
- Tri-Starr Management Services, Inc — all reported plans
- Trescal, Inc. Employee 401(K) Plan (plan 001)
- Trescal, Inc. — all reported plans
- Employee Benefit Plan Of Capitol County Children'S Collaborative (plan 001)
- Capitol County Childrens Collab — all reported plans
- Principal Ease 401(K) Plan (plan 334)
- Principal Life Insurance Company — all reported plans
- Bradbury Stamm Construction, Inc. 401(K) Plan (plan 004)
- Bradbury Stamm Construction, Inc. — all reported plans
- Summit Automotive Partners Retirement Savings Plan (plan 001)
- Summit Automotive Partners — all reported plans
- Pleasant River Lumber Company 401(K) Plan (plan 001)
- Pleasant River Lumber Company — all reported plans
- The Alliance Of State Retail Associations 401(K) Plan & Trust (plan 333)
- Retail Association Of Maine — all reported plans
- Great Day Improvements, LLC 401(K) Plan (plan 003)
- Great Day Improvements, LLC — all reported plans
- The Dave Thomas Family Companies, LLC 401(K) Profit Sharing Plan (plan 001)
- The Dave Thomas Family Companies, LLC — all reported plans
- Albuquerque Publishing Company 401(K) Plan (plan 002)
- Albuquerque Publishing Company — all reported plans
- Valley Distributors, Inc. Profit Sharing 401(K) Plan (plan 002)
- Valley Distributors, Inc. D/B/A Valley Beverage — all reported plans
- Pacific Biosciences Of California, Inc. 401(K) Plan (plan 001)
- Pacific Biosciences Of California, Inc. — all reported plans
- Next Level Solutions Savings Plan (plan 002)
- Premium Consulting Corp — all reported plans
- Adelante Development Center, Inc. 403(B) Plan (plan 001)
- Adelante Development Center, Inc. — all reported plans
- The Life Is Good Company 401(K) Profit Sharing Plan (plan 002)
- The Life Is Good Company — all reported plans
- Rose Brand Wipers Profit Sharing Plan (plan 001)
- Rose Brand Wipers, Inc. — all reported plans
- Msg Global Solutions, Inc. 401(K) Profit Sharing Plan (plan 001)
- Msg Global Solutions, Inc. — all reported plans
- Orion Real Estate Services, Inc. 401k Plan (plan 001)
- Orion Real Estate Services, Inc. — all reported plans
- Foster Corporation 401(K) Plan (plan 001)
- Foster Corporation — all reported plans
- Napleton Auto Werks 401(K) Plan (plan 001)
- Napleton Auto Werks — all reported plans
- Prime Finance Advisor, L.P. 401(K) Profit Sharing Plan & Trust (plan 001)
- Prime Finance Advisor, L.P. — all reported plans
- Form 5500 Schedule C explained
- Methodology
- Data sources