Plan5500

Search public Form 5500 filings

Filters & tools • active

Investigation panel

Clear
What are you searching?

Narrow to one kind of record, or search everything.

Financial profile

Only plans that report Schedule H/I financials or Schedule C provider pay.

Plan size

Filter plans by reported participant count or end-of-year assets.

Location
Filing identifiers

Jump to an exact sponsor (EIN) or plan number.

Sort
Popular investigations$1B+ plansPlans with financial statementsPlans with provider compensationProviders by reported compensationEmployer plans by participants

1 result

Sort:RelevanceLatest filing yearLargest assetsMost participantsHighest provider compensation
Filters:Type: PlansEIN 510492818Clear all

Plans

  • planSageview Advisory Group 401(K)PlanFinancial statementProvider compensation2023 filing
    $54.8Mreported assets (EOY)
    Sponsor: New Sageview Advisory Group, LLCEIN: 51-0492818Plan: 001Participants: 303Assets: $54,844,047Net assets: $54.8MAssets / participant: $181KLocation: Newport Beach, CALatest: 2023
    View financial statement →