OpenERISA

New Sageview Advisory Group, LLC

Newport Beach, CA, 92660

EIN 51-0492818
Plans
2
Total participants
1,137
Filing years
2024, 2023, 2022, 2021, 2020
NAICS
524210
Plan sponsors in CaliforniaFinance & Insurance

Benefit plans on file

YearFormPlan #Plan nameParticipants
2024Form 5500001Sageview Advisory Group 401(K)Plan259
2023Form 5500001Sageview Advisory Group 401(K)Plan274
2022Form 5500001Sageview Advisory Group 401(K)Plan266
2021Form 5500001Sageview Advisory Group 401(K)Plan182
2021Form 5500-SF002Sageview Advisory Group, INC. Cash Balance Plan0
2020Form 5500001Sageview Advisory Group 401(K)Plan109
2020Form 5500-SF002Sageview Advisory Group, INC. Cash Balance Plan47

Data shown as filed with the U.S. Department of Labor (EBSA), filing years 2020–2025; not validated by OpenERISA. View official filings for this EIN on the DOL EFAST2 search.

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