Providers › Investment advisory and management
Service provider · Schedule C, plan year 2024
SageView Advisory Group, LLC
Most often reported for investment advisory and management
Form 5500 information is as filed by the plan administrator with the Department of Labor and may be amended. Figures reflect the plan year shown, not current balances. Schedule C lists only providers a plan paid $5,000 or more, and is filed only by plans with 100 or more participants.
SageView Advisory Group, LLC is named as a service provider on the Schedule C of 653 retirement plans with 100 or more participants for plan year 2024, covering 1,907,541 participant records. Most often it is reported for investment advisory and management.
Reported compensation from those plans, direct and indirect, totalled $32.9M. Per plan, the median was $40.40 per participant, with the middle half of plans between $16.89 and $87.36. These are amounts plans reported paying this organisation, not a price list: they depend on which services each plan buys and on how much is paid through fund expenses instead.
Its client plans are most numerous in California (196), Florida (48) and Minnesota (46).
In 2009 it appeared on 47 such filings; in 2024, 654. Yearly counts include every filing that names it, so they can run slightly above the number of plans with pages here, and name or EIN changes after mergers can break the series.
Reported compensation per plan
| Across this provider's plans | 25th percentile | Median | 75th percentile |
|---|---|---|---|
| Compensation per participant | $16.89 | $40.40 | $87.36 |
| Compensation as a share of plan net assets | 0.02% | 0.06% | 0.15% |
What each plan reported paying this organisation, not the plan's total cost. For reference, the median US defined contribution plan reported $123 per participant to all Schedule C providers combined.
Plans served by year
Matched by employer identification number. A merger or a change of filing entity starts a new series, so a drop to zero is not a loss of clients by itself.
By state
By plan size
Services reported
Largest plans naming this provider
| Plan | Sponsor | State | Participants | Net assets | Reported to this provider |
|---|---|---|---|---|---|
| Allied Universal 401(k) Plan | Universal Services of America, LP | CA | 231,285 | $681M | $85K |
| Tesla, Inc. 401(k) Plan | Tesla, Inc. | TX | 89,700 | $2.46B | $236K |
| Topgolf 401(k) Plan | Topgolf International, Inc. | TX | 41,410 | $126M | $43K |
| Advantage 401(k) Savings Plan | Advantage Sales & Marketing, LLC | MO | 38,285 | $765M | $163K |
| Troon Golf, L.L.C. 401(k) Plan | Troon Golf, L.L.C. | AZ | 37,243 | $334M | $190K |
| Ardent Health Services Retirement Savings Plan | Ardent Health Partners, Inc. | TN | 29,659 | $1.59B | $100K |
| Hibbett, Inc. 401(k) Profit Sharing Plan | Hibbett, Inc. | AL | 24,879 | $59.0M | $41K |
| The Odp Corporation Retirement Savings Plan | Odp International, LLC | FL | 24,429 | $1.33B | $110K |
| Villagemd 401(k) Retirement Savings Plan | Village Practice Management Company, LLC | NY | 21,931 | $1.45B | $61K |
| Raley's 401(k) Retirement Savings Plan | Raley's | CA | 19,789 | $640M | $90K |
| Pension Plan of General Atomics | General Atomics | CA | 19,371 | $1.02B | $110K |
| Pacific Dental Services, LLC 401(k) Plan | Pacific Dental Services, LLC | CA | 18,962 | $565M | $34K |
| Stantec 401(k) Plan | Stantec Consulting Services Inc. | AZ | 16,713 | $2.32B | $84K |
| Ihg 401(k) Savings and Retirement Plan | Six Continents Hotels, Inc. | GA | 16,596 | $1.13B | $21K |
| General Atomics 401(k) Retirement Savings Plan | General Atomics | CA | 16,399 | $2.77B | $60K |
| Parsons Corporation Retirement Savings Plan | Parsons Corporation | VA | 16,220 | $2.27B | $133K |
| Constellis 401(k) Plan | Constellis, LLC | VA | 16,214 | $644M | $80K |
| Tufts Medicine, Inc. 403(b) Retirement Plan | Tufts Medicine, Inc. | MA | 15,751 | $992M | $80K |
| Servicenow, Inc. 401(k) Plan | Servicenow, Inc. | CA | 15,650 | $1.99B | $12K |
| Flex 401(k) Plan | Flextronics International USA, Inc. | TX | 14,235 | $1.18B | $79K |
| Northeastern University Retirement Plan | Northeastern University | MA | 14,053 | $2.64B | $100K |
| Lincare Employees' 401(k) Plan | Lincare Inc. | FL | 13,831 | $470M | $107K |
| Denso Retirement Savings Plan | Denso International America, Inc. | MI | 13,826 | $2.07B | $448K |
| Section 403(b) Defined Contribution Plan for Tax-Exempt Colleges and Universities in Virginia | The Governing Committee of the Section 403(b) Defined Contribution | VA | 12,255 | $1.28B | $197K |
| Visionworks of America, Inc. 401(k) Savings Plan | Visionworks of America, Inc. | TX | 12,142 | $159M | $2,516 |
| Aisin Retirement Security Plan | Aisin Holdings of America, Inc. | IN | 11,941 | $571M | $69K |
| Hoag Sheltered Savings Plan | Hoag Memorial Hospital Presbyterian | CA | 11,699 | $1.25B | $105K |
| Team Select Holding, LLC 401(k) Retirement Plan | Team Select Holding, LLC | AZ | 11,478 | $18.9M | $32K |
| Allied Universal Cbu 401(k) Plan | Universal Services of America, LP | CA | 11,115 | $18.9M | $43K |
| Palo Alto Networks, Inc. 401(k) Plan | Palo Alto Networks, Inc. | CA | 10,918 | $1.31B | $27K |
| The Alerislife Retirement Plan | Alerislife, Inc. | MA | 10,711 | $128M | $181K |
| Lineage Logistics 401(k) Plan | Lineage Logistics Holdings, LLC | MI | 10,204 | $493M | $40K |
| Western Digital Corporation 401(k) Plan | Western Digital Corporation | CA | 10,203 | $2.48B | $53K |
| Southcoast Health System Partnership Plan | Southcoast Hospitals Group, Inc. | MA | 10,174 | $1.14B | $147K |
| US Acute Care Solutions Profit SHARING/401(K) Plan and Trust | US Acute Care Solutions | OH | 10,132 | $1.94B | $114K |
| Asml US Employees' Savings and Retirement Plan | Asml US, LLC | AZ | 10,096 | $1.81B | $74K |
| Equifax Inc. 401(k) Plan | Equifax, Inc. | GA | 9,989 | $1.47B | $108K |
| Onesmile 401(k) Plan and Trust | Onesmile, LLC | CA | 9,768 | $349M | $60K |
| Venetian Las Vegas Gaming, LLC 401(k) Plan | Venetian Las Vegas Gaming, LLC | NV | 9,690 | $469M | $36K |
| Grand Canyon University Employees 401(k) Plan | Grand Canyon University | AZ | 9,481 | $158M | $39K |
Questions and answers
How many plans does SageView Advisory Group, LLC serve?
653 plans with 100 or more participants named it on Schedule C for plan year 2024. Plans that paid it under $5,000, small plans that file Form 5500-SF, and plans whose filings spell its name without an EIN under a different form are not counted.
What do plans pay SageView Advisory Group, LLC?
The median plan reported $40.40 per participant in direct and indirect compensation (652 plans reporting an amount), or 0.06% of plan net assets. Eligible indirect compensation disclosed to the plan by formula is not reported as a dollar amount, so many filings understate what a provider receives.
What services are reported?
The service codes most often attached to it are Investment advisory (plan) (411 plans), Investment management (131 plans), Consulting (general) (95 plans) and Investment advisory (participants) (53 plans).
Where does this come from?
Schedule C of Form 5500, Part I line 2, from the EBSA research files with filings received through 24 Aug 2026. Individuals named on Schedule C are excluded from this site.
Provenance
Source: U.S. Department of Labor, Employee Benefits Security Administration, Form 5500 research files, Schedule C Part I line 2, public domain, with filings received through 24 Aug 2026. Rows are grouped by the provider's EIN as entered by each plan; rows without an EIN join the EIN most often filed under the same name. Providers named on fewer than 25 plans have no page. See the methodology and corrections.