SAGE ADVISORY SERVICES
55 known aliases resolved via the canonical alias map
Market position · 2024
Plans served90-7 YoYRank #208 of mapped providers
Assets under administration$32.0B0.0%Market share · rank #424
Fees received$7MMedian $48,543/planSum across Schedule C direct + indirect
Net wins YoY-219 won · 21 lostPlan-level switch detection
Plans served · 5-year trajectory
Market-share plans percent annotated. Bar height is raw plan count.
Customer-base shape
What does a typical SAGE ADVISORY SERVICES plan look like?
Service mix · median fees per plan
Count of plans where SAGE ADVISORY SERVICES ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Investment management; Investment management fees paid indirectly by planCode 28 | 57 | $42,759 | |
Investment management fees paid directly by plan; Investment advisory (plan)Code 27 | 18 | $45,779 | |
Consulting (general)Code 16 | 4 | $66,625 | |
Investment advisory (plan); Investment advisory (participants)Code 26 | 3 | $48,686 | |
Investment management fees paid directly by planCode 51 | 3 | $175,688 | |
Investment management fees paid directly by plan; Investment management; Consulting (pension)Code 17 | 2 | $42,692 | |
Accounting (including auditing)Code 10 | 1 | $62,500 | |
Recordkeeping fees; Investment management fees paid directly by plan; Trustee (bank, trust company, or similar financial institution); Recordkeeping and information management (computing, tabulating, data processing, etc.); Direct payment from the planCode 15 | 1 | $118,349 |
Competitor overlap
Percent of SAGE ADVISORY SERVICES's plans that also list each competitor on Schedule C. High numbers = co-living partners; low numbers = direct displacement targets.
Plans won in 2024
Appeared this year; did not appear last year under SAGE ADVISORY SERVICES.
| Sponsor | From | Assets |
|---|---|---|
UFCW UNION & PARTICIPATING FOOD INDUSTRY EMPLOYERS TRI-STATE PENSION FPA · 236396097-001 | KRAMER WARNER ASSOCIATES | $872M |
CEMENT MASONS PENSION TRUST FUND FOR N.CALCA · 946277669-001 | HEALTH SERVICES & BENEFIT ADMINISTR | $713M |
BOARD OF TRUSTEES OF U.A. LOCAL 38 TRUST FUNDSCA · 941285319-001 | ZENITH AMERICAN SOLUTIONS | $512M |
PACIFIC COAST BUILDING PRODUCTS, INC.CA · 946103555-002 | SAGEVIEW ADVISORY GROUP, LLC | $299M |
NIKON PRECISION INCCA · 942837900-002 | SAGEVIEW ADVISORY GROUP, LLC | $294M |
NATIONAL ASSOCIATION FOR STOCK CAR AUTO RACING, LLCFL · 590579570-001 | SAGEVIEW ADVISORY GROUP, LLC | $248M |
THE HILB GROUP OPERATING COMPANY, LLCVA · 471098088-001 | SAGEVIEW ADVISORY GROUP, LLC | $179M |
BOARD OF TRUSTEES, SHEET METAL WORKERS LOCAL NO. 292 PENSION FUNDMI · 381659157-001 | FIFT THIRD BANK | $160M |
BOARD OF TRUSTEES OF THE RADIO, TV & RECORDING ARTS PENSION FUNDNJ · 136159229-001 | WEAVER AND TIDWELL, LLP | $93M |
LEWIS ROCA ROTHGERBER CHRISTIE LLPAZ · 860095078-003 | DORSETT, CHRISTOPHER ROBERT | $70M |
Plans lost in 2024
Appeared last year under SAGE ADVISORY SERVICES; not this year.
| Sponsor | To | Assets |
|---|---|---|
INTUIT INC.CA · 770034661-001 | GREAT-WEST LIFE & ANNUITY INSURANCE | $3.1B |
HARVARD MED. FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MED. CTR. INCMA · 222768204-002 | FIDELITY INVESTMENTS INSTITUTIONAL | $1.1B |
HARVARD MED. FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MED. CTR. INCMA · 222768204-001 | FIDELITY INVESTMENTS INSTITUTIONAL | $722M |
ROCHESTER LABORERS PENSION FUNDNY · 166014473-001 | ROCHESTER LABORERS WELFARE FUND | $201M |
SHEET METAL WORKERS LOCAL NO. 20 INDIANAPOLIS AREA, PENSION FUNDIN · 510168516-001 | SONYA IVETTE RIVERA | $194M |
MOUNT ST. JOSEPH UNIVERSITYOH · 237179567-001 | OSAIC WEALTH INC | $64M |
NATIONAL PEN CO. LLCTN · 460911877-001 | SAGEVIEW ADVISORY GROUP, LLC | $38M |
ONEONCOLOGY, LLCTN · 823416811-002 | CHARLES SCHWAB & CO., INC. | $36M |
C & K MARKET, INC.OR · 930564163-001 | SAGEVIEW ADVISORY GROUP, LLC | $32M |
MASONICARE CORPORATIONCT · 061435919-001 | OCTOBER THREE CONSULTING LLC | $20M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
LATHAM & WATKINS LLPCA · 952018373-001 | $3.1B | 8,106 | $140,000 | 3y | 1 |
TRUSTEES OF NYS TEAMSTERS CONFERENCENY · 166063585-074 | $2.8B | 32,657 | $81,689 | 4y | - |
TRUSTEES OF OHIO CARPENTERS' PENSION PLANMI · 346574360-001 | $2.1B | 31,115 | $283,380 | 9y | - |
BOARD OF TRUSTEES ANNUITY FUND IUOE LOCAL 15, 15A, 15C, 15D AFL-CIONY · 132899670-001 | $2.1B | 4,966 | $79,908 | 10y | - |
BD OF TEES OF ELEVATOR CONSTRUCTORS UNION LOCAL NO. 1 ANNUITY & 401K FNJ · 516124191-001 | $1.7B | 4,276 | $271,565 | 8y | 1 |
SHEET METAL WORKERS PENSION TRUSTCA · 516115939-001 | $1.6B | 12,741 | $175,767 | 5y | - |
MARVELL SEMICONDUCTOR, INC.CA · 770398669-001 | $1.4B | 5,466 | $9,019 | 3y | 1 |
INSIGHT ENTERPRISES, INC.AZ · 860766246-001 | $942M | 8,929 | $78,750 | 3y | 2 |
UFCW UNION & PARTICIPATING FOOD INDUSTRY EMPLOYERS TRI-STATE PENSION FPA · 236396097-001 | $872M | 29,592 | $182,414 | 1y | - |
MARY KAY INC.TX · 751151701-001 | $793M | 2,133 | $141,075 | 10y | - |
Flag exposure
92.2%Market: 89.2%
This provider
Market baseline
Share of this provider's plans tripping any deterministic red flag this year. Lower than market baseline = better risk surface.
Aliases resolved (55)
Raw Schedule C names collapsed into SAGE ADVISORY SERVICES.
- SAGE
- SAGE ADVISARY GROUP
- SAGE ADVISOR SERVICES
- SAGE ADVISORS
- SAGE ADVISORS, LLC
- SAGE ADVISORY
- SAGE ADVISORY BANK
- SAGE ADVISORY GROUP
- SAGE ADVISORY GROUP, LLC
- SAGE ADVISORY LTD. CO.
- SAGE ADVISORY SERVICE
- SAGE ADVISORY SERVICES
- SAGE ADVISORY SERVICES LLC
- SAGE ADVISORY SERVICES LTD
- SAGE ADVISORY SERVICES LTD CO
- SAGE ADVISORY SERVICES LTD CO.
- SAGE ADVISORY SERVICES LTD.
- SAGE ADVISORY SERVICES LTD. CO
- SAGE ADVISORY SERVICES LTD. CO.
- SAGE ADVISORY SERVICES, LLC
- SAGE ADVISORY SERVICES, LTD
- SAGE ADVISORY SERVICES, LTD CO
- SAGE ADVISORY SERVICES, LTD CO.
- SAGE ADVISORY SERVICES, LTD, CO.
- SAGE ADVISORY SERVICES, LTD.
Book composition by plan size
Bars stack to total plans served; segments use the same asset cutoffs as the /retirement size filter. Up-and-to-the-right on the bigger segments = moving up-market.
Under $5M$5-50M$50-250M$250M-1B$1B+
Compliance posture vs market
Per-flag share for SAGE ADVISORY SERVICES's book against the same flag's overall prevalence across all filings. Negative delta = under-indexed (cleaner book); positive = elevated risk surface.
| Flag | Plans flagged | Provider % | Market % | Delta |
|---|---|---|---|---|
| Recently terminated | 1 | 1.11% | 7.76% | -6.65 pp |
| Fidelity bond gap | 0 | 0.00% | 26.94% | -26.94 pp |
| Late contributions | 7 | 7.78% | 1.71% | +6.06 pp |
| Failed to provide benefit | 3 | 3.33% | 0.14% | +3.19 pp |
| Corrective distributions | 13 | 14.44% | 1.76% | +12.69 pp |
| Loss discovered | 0 | 0.00% | 0.00% | -0.00 pp |
New-plan formation share
Share of plans filing for the first time each year that landed with SAGE ADVISORY SERVICES. Compare to the incumbent market share (0.1%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.1 pp vs incumbent
Geographic penetration index
(Provider plans in state / state plans) divided by the provider's overall share of the market. Index 1.00 = average; > 1 = over-indexed (winning more than their fair share); < 1 = under-indexed (white space).