SAGEVIEW ADVISORY GROUP, LLC
78 known aliases resolved via the canonical alias map
Market position · 2024
Plans served676+41 YoYRank #46 of mapped providers
Assets under administration$130.3B0.1%Market share · rank #110
Fees received$34MMedian $37,600/planSum across Schedule C direct + indirect
Net wins YoY+47133 won · 86 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 SAGEVIEW ADVISORY GROUP, LLC plan look like?
Service mix · median fees per plan
Count of plans where SAGEVIEW ADVISORY GROUP, LLC ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Other fees; Investment advisory (plan)Code 27 | 386 | $38,500 | |
Other services; Consulting (general)Code 16 | 95 | $50,000 | |
Other fees; Investment managementCode 28 | 64 | $20,457 | |
Other fees; Investment advisory (participants); Consulting fees; Investment advisory (plan)Code 26 | 52 | $28,747 | |
Trustee (bank, trust company, or similar financial institution); Recordkeeping fees; Other fees; Direct payment from the plan; Recordkeeping and information management (computing, tabulating, data processing, etc.); Other servicesCode 15 | 24 | $30,063 | |
Other feesCode 99 | 19 | $18,566 | |
Direct payment from the plan; ActuarialCode 11 | 14 | $29,315 | |
Consulting feesCode 70 | 10 | $38,750 |
Competitor overlap
Percent of SAGEVIEW ADVISORY GROUP, LLC'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 SAGEVIEW ADVISORY GROUP, LLC.
| Sponsor | From | Assets |
|---|---|---|
WESTERN DIGITAL CORPORATIONCA · 330956711-003 | T ROWE PRICE RPS INC | $2.5B |
PARSONS CORPORATIONVA · 953232481-115 | SNYDER CAPITAL MANAGEMENT | $2.3B |
SERVICENOW, INC.CA · 202056195-001 | FIDELITY INVESTMENTS INSTITUTIONAL | $2.0B |
VISION SERVICE PLANCA · 941632821-001 | PRUDENTIAL RETIREMENT INSURANCE AND | $1.5B |
FLEXTRONICS INTERNATIONAL USA, INC.TX · 943061570-001 | FIDELITY INVESTMENTS INSTITUTIONAL | $1.2B |
SIX CONTINENTS HOTELS, INC.GA · 582283470-003 | SMITH, GAMBRELL & RUSSELL, LLP | $1.1B |
ILLUMINA, INC.CA · 330804655-001 | FIDELITY INVESTMENTS INSTITUTIONAL | $1.1B |
O'MELVENY & MYERS LLPCA · 951066597-003 | FIDELITY INVESTMENTS INSTITUTIONAL | $879M |
PRINCIPAL LIFE INSURANCE COMPANYIA · 420127290-334 | SAGEPOINT FINANCIAL INC | $651M |
RALEY'SCA · 941316611-012 | RESOURCES INVESTMENT ADVISORS LLC | $640M |
Plans lost in 2024
Appeared last year under SAGEVIEW ADVISORY GROUP, LLC; not this year.
| Sponsor | To | Assets |
|---|---|---|
GLOBAL MEDICAL RESPONSE, INC.CO · 201305023-001 | GREAT-WEST LIFE & ANNUITY INSURANCE | $1.5B |
UMG RECORDINGS, INC.CA · 132613071-002 | THE VANGUARD GROUP, INC. | $1.3B |
AAA NORTHERN CALIFORNIA, NEVADA & UTAHCA · 940361645-001 | STRATEGIC ADVISORS, INC. | $664M |
CREATIVE ARTISTS AGENCY, LLCCA · 330675903-001 | THE VANGUARD GROUP, INC. | $376M |
LYFT, INC.CA · 208809830-001 | BLUE CHIP RETIREMENT PLANS, INC. | $320M |
PACIFIC COAST BUILDING PRODUCTS, INC.CA · 946103555-002 | VOYA RETIREMENT INSURANCE & ANNUITY | $263M |
NIKON PRECISION INCCA · 942837900-002 | SAGE ADVISORY SERVICES | $254M |
NATIONAL ASSOCIATION FOR STOCK CAR AUTO RACING, LLCFL · 590579570-001 | SAGE ADVISORY SERVICES | $223M |
AMERICAN SYSTEMS CORPORATIONVA · 540962497-002 | PRINCIPAL LIFE INSURANCE COMPANY | $209M |
COEUR MINING, INC.IL · 820109423-003 | THE VANGUARD GROUP, INC. | $165M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
GENERAL ATOMICSCA · 953735102-002 | $2.8B | 16,399 | $60,000 | 10y | 1 |
NORTHEASTERN UNIVERSITYMA · 041679980-001 | $2.6B | 14,053 | $100,000 | 10y | 1 |
WESTERN DIGITAL CORPORATIONCA · 330956711-003 | $2.5B | 10,203 | $52,500 | 1y | 1 |
TESLA, INC.TX · 912197729-001 | $2.5B | 89,700 | $236,443 | 4y | 2 |
STANTEC CONSULTING SERVICES INC.AZ · 112167170-001 | $2.3B | 16,713 | $84,000 | 7y | 1 |
PARSONS CORPORATIONVA · 953232481-115 | $2.3B | 16,220 | $133,374 | 2y | 2 |
ENVIRONMENTAL SYSTEMS RESEARCH INSTITUTE, INC.CA · 952775732-001 | $2.1B | 6,325 | $129,371 | 10y | 1 |
KLA CORPORATIONCA · 042564110-001 | $2.1B | 9,298 | $85,303 | 3y | 2 |
DENSO INTERNATIONAL AMERICA, INC.MI · 382651421-002 | $2.1B | 13,826 | $447,783 | 10y | 2 |
SERVICENOW, INC.CA · 202056195-001 | $2.0B | 15,650 | $12,000 | 2y | 2 |
Flag exposure
81.7%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 (78)
Raw Schedule C names collapsed into SAGEVIEW ADVISORY GROUP, LLC.
- BAYSTATE RET SAGEVIEW II
- CETERA ADVISOR NETWORKS (SAGEVIEW)
- LLC MJM401K
- LOCKBOX
- LOCKBOX SAGEVIEW ADVISOR
- LOCKBOX SAGEVIEW ADVISORY GROUP LLC
- MJM 401(K)
- MJM 401(K) LLC
- MJM 401(K), LLC
- MJM 401K
- MJM 401K INC
- MJM 401K LLC
- MJM 401K, LLC
- MJM FINANCIAL LLC
- MJM401K
- MJM401K INC
- MJM401K LLC
- MJM401K, LLC
- SAFEVIEW ADVISORY GROUP
- SAFEVIEW ADVISORY GROUP LLC
- SAFEVIEW ADVISORY GROUP, LLC
- SAGERVIEW ADVISORY
- SAGEVEW ADVISORY GROULL
- SAGEVIE ADVISORY GROUP, LLC
- SAGEVIES ADVISORY GROUP LLC
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 SAGEVIEW ADVISORY GROUP, LLC'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 | 13 | 1.92% | 7.76% | -5.84 pp |
| Fidelity bond gap | 18 | 2.66% | 26.94% | -24.28 pp |
| Late contributions | 174 | 25.74% | 1.71% | +24.03 pp |
| Failed to provide benefit | 31 | 4.59% | 0.14% | +4.45 pp |
| Corrective distributions | 207 | 30.62% | 1.76% | +28.86 pp |
| Loss discovered | 1 | 0.15% | 0.00% | +0.15 pp |
New-plan formation share
Share of plans filing for the first time each year that landed with SAGEVIEW ADVISORY GROUP, LLC. Compare to the incumbent market share (1.0%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-1.0 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).