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Sagepoint Financial Inc
Matched across 66 name variants in the filings
Sagepoint Financial Inc summary
Sagepoint Financial Inc appears on 20 retirement plans in Form 5500 Schedule C filings through plan year 2024. Those plans hold $2.7B in assets for 52,125 participants. The median client plan holds $30.4M. Most client plans are sponsored in TX, ME and MI. The largest clients by plan assets are Brown University Health, Brown Investment Advisory & Trust Company and Wwex Uni Topco Holdings, LLC. Plans reported $662K in direct and indirect compensation paid to Sagepoint Financial Inc. The median is $35K per plan.
- Participants
- 52,125
- Median plan assets
- $30.4M
- Median plan participants
- 625
- Median fees per plan
- $35K
- Schedule C direct + indirect
Top 20 client plans by assets
Latest Form 5500 filing per plan through 2024
| Sponsor | State | Assets | Participants |
|---|---|---|---|
| Brown University Health | RI | $1.7B | 25,935 |
| Brown Investment Advisory & Trust Company | MD | $320M | 1,156 |
| Wwex Uni Topco Holdings, LLC | TX | $143M | 3,120 |
| Sarnova HC, LLC | OH | $120M | 2,134 |
| Emerus Holdings, Inc. | TX | $93.6M | 2,833 |
| Retail Association of Maine | ME | $72.7M | 7,252 |
| Erickson Incorporated | OR | $63.7M | 647 |
| North Sails Group, LLC | CT | $51.4M | 331 |
| Ratp Dev North America | TX | $37.9M | 3,624 |
| Educational Data Systems, Inc. | MI | $30.4M | 1,476 |
| Air-Conditioning, Heating and Refrigeration Institute | VA | $30.3M | 178 |
| Phoenix Healthcare Management Services, Inc. | GA | $16.8M | 221 |
| Varney Agency, Inc. | ME | $14.1M | 184 |
| Bullish US LLC | NY | $10.9M | 181 |
| Lumio HX, Inc. | UT | $10.4M | 1,484 |
| Spectrum Assembly Inc | CA | $7.3M | 211 |
| Oklahoma Chapter, Builders Division of Agc of America, Inc. | OK | $6.4M | 603 |
| The Glenridge on Palmer Ranch, Inc. | FL | $4.4M | 379 |
| Waco Transit Systems, Inc. | TX | $2.3M | 176 |
| Marshall Excelsior Company | MI | $0 | 0 |
- RIParticipants 25,935
- MDParticipants 1,156
- TXParticipants 3,120
- Sarnova HC, LLC$120MOHParticipants 2,134
- Emerus Holdings, Inc.$93.6MTXParticipants 2,833
- MEParticipants 7,252
- Erickson Incorporated$63.7MORParticipants 647
- North Sails Group, LLC$51.4MCTParticipants 331
- Ratp Dev North America$37.9MTXParticipants 3,624
- MIParticipants 1,476
- VAParticipants 178
- GAParticipants 221
- Varney Agency, Inc.$14.1MMEParticipants 184
- Bullish US LLC$10.9MNYParticipants 181
- Lumio HX, Inc.$10.4MUTParticipants 1,484
- CAParticipants 211
- OKParticipants 603
- FLParticipants 379
- TXParticipants 176
- MIParticipants 0
Top client states
- TX4 plans
- ME2 plans
- MI2 plans
- CA1 plan
- CT1 plan
Frequently asked questions
- Who uses Sagepoint Financial Inc?
- 20 retirement plans list Sagepoint Financial Inc as a service provider on Schedule C of Form 5500. The largest clients by plan assets include Brown University Health, Brown Investment Advisory & Trust Company, Wwex Uni Topco Holdings, LLC, Sarnova HC, LLC and Emerus Holdings, Inc.. Most client plans are sponsored in TX, ME and MI.
- How many plans does Sagepoint Financial Inc serve?
- Sagepoint Financial Inc serves 20 retirement plans with $2.7B in plan assets and 52,125 participants, based on the latest Form 5500 filings through 2024.
- What does Sagepoint Financial Inc charge?
- Plans reported $662K in total Schedule C compensation paid to Sagepoint Financial Inc. The median plan paid $35K. Fees vary with plan size and the services each plan buys.
Analytics
Market position · 2024
Plans served20-153 YoYRank #343 of mapped providers
Assets under administration$2.7B0.0%Rank #2186 by share of filed assets
Fees received$662,402Median $35,394/planSum across Schedule C direct + indirect
Net wins YoY-1195 won - 124 lostPlan-level switch detection
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