Sageview 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, Sageview Advisory is reported as a service provider on 7 loaded Form 5500 filing(s) across 7 plan sponsor(s) and 7 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $271,978 and reported indirect compensation totals not reported in the loaded dataset.
Reported compensation summary
- Reported direct compensation
- $271,978
- Reported indirect compensation
- not reported in the loaded dataset
- Total reported compensation
- $271,978
- Filings
- 7
- Plan sponsors
- 7
- 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
| Sponsor | State | Plans | Reported compensation |
|---|---|---|---|
| Dot Holdings Co | MO | 1 | $65,208 |
| Parents And Children Together | HI | 1 | $59,149 |
| Schwarz Partners Lp | IN | 1 | $45,000 |
| Halekulani Corporation | HI | 1 | $40,000 |
| Hoaloha Na Eha. Ltd. | HI | 1 | $34,621 |
| Sachem, Inc. | TX | 1 | $18,000 |
| Kmh Llp | HI | 1 | $10,000 |
State footprint
Plans reporting Sageview Advisory are sponsored in HI (4), IN (1), MO (1), TX (1).
Plans reporting this provider
| Sponsor | Plan | Year | Direct comp. | Indirect comp. |
|---|---|---|---|---|
| Dot Holdings Co | Dot Holdings Co 401(K) And Profit Sharing Plan | 2023 | $65,208 | not reported in the loaded dataset |
| Parents And Children Together | Parents And Children Together 401(K) Retirement Savings Plan | 2023 | $59,149 | not reported in the loaded dataset |
| Schwarz Partners Lp | Schwarz Partners Lp 401k Profit Sharing Plan | 2023 | $45,000 | not reported in the loaded dataset |
| Halekulani Corporation | Halekulani Corporation Cash Accumulation Plan | 2023 | $40,000 | not reported in the loaded dataset |
| Hoaloha Na Eha. Ltd. | Hoaloha Na Eha. Ltd. 401(K) Profit Sharing Plan | 2023 | $34,621 | not reported in the loaded dataset |
| Sachem, Inc. | Sachem, Inc. Employees Profit Sharing Plan | 2023 | $18,000 | not reported in the loaded dataset |
| Kmh Llp | Kmh Llp 401(K) Profit Sharing Plan | 2023 | $10,000 | not reported in the loaded dataset |
Related Form 5500 pages
- Dot Holdings Co 401(K) And Profit Sharing Plan (plan 003)
- Dot Holdings Co — all reported plans
- Parents And Children Together 401(K) Retirement Savings Plan (plan 001)
- Parents And Children Together — all reported plans
- Schwarz Partners Lp 401k Profit Sharing Plan (plan 002)
- Schwarz Partners Lp — all reported plans
- Halekulani Corporation Cash Accumulation Plan (plan 001)
- Halekulani Corporation — all reported plans
- Hoaloha Na Eha. Ltd. 401(K) Profit Sharing Plan (plan 001)
- Hoaloha Na Eha. Ltd. — all reported plans
- Sachem, Inc. Employees Profit Sharing Plan (plan 001)
- Sachem, Inc. — all reported plans
- Kmh Llp 401(K) Profit Sharing Plan (plan 001)
- Kmh Llp — all reported plans
- Form 5500 Schedule C explained
- Methodology
- Data sources