Sage Advisory
advisor46 known aliases resolved via the canonical alias map
Market position · 2024
Plans served71+2 YoYRank #268 of mapped providers
Assets under administration$24.0B0.0%Market share · rank #589
Fees received$6MMedian $48,399/planSum across Schedule C direct + indirect
Net wins YoY+515 won · 10 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 plan look like?
Service mix · median fees per plan
Count of plans where Sage Advisory 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 | 53 | $42,759 | |
Investment advisory (plan); Investment management fees paid directly by planCode 27 | 9 | $114,507 | |
Investment management fees paid directly by planCode 51 | 3 | $175,688 | |
Investment management; Investment management fees paid directly by plan; Consulting (pension)Code 17 | 2 | $42,692 | |
Investment advisory (plan); Direct payment from the plan; Investment advisory (participants)Code 26 | 2 | $31,785 | |
Direct payment from the plan; Trustee (bank, trust company, or similar financial institution); Recordkeeping and information management (computing, tabulating, data processing, etc.); Recordkeeping fees; Investment management fees paid directly by planCode 15 | 1 | $118,349 | |
Insurance servicesCode 23 | 1 | $5,000 |
Competitor overlap
Percent of Sage Advisory'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.
| Sponsor | From | Assets |
|---|---|---|
UFCW UNION & PARTICIPATING FOOD INDUSTRY EMPLOYERS TRI-STATE PENSION FPA · 236396097-001 | Kramer Warner Associates | $872M |
PACIFIC COAST BUILDING PRODUCTS, INC.CA · 946103555-002 | SageView | $299M |
PUBLIC CONSULTING GROUP LLCMA · 042942913-001 | SageView | $265M |
NATIONAL ASSOCIATION FOR STOCK CAR AUTO RACING, LLCFL · 590579570-001 | SageView | $248M |
THE HILB GROUP OPERATING COMPANY, LLCVA · 471098088-001 | SageView | $179M |
BOARD OF TRUSTEES, SHEET METAL WORKERS LOCAL NO. 292 PENSION FUNDMI · 381659157-001 | Fifth Third Bank | $160M |
BOARD OF TRUSTEES OF THE RADIO, TV & RECORDING ARTS PENSION FUNDNJ · 136159229-001 | Weaver & Tidwell LLP | $93M |
LEWIS ROCA ROTHGERBER CHRISTIE LLPAZ · 860095078-003 | Kelly Services | $70M |
ALTIUM PACKAGING LPGA · 061056158-017 | The Gibson Group / Morgan Stanley | $60M |
ARCLIN USA LLCGA · 800633765-001 | Charles Schwab | $48M |
Plans lost in 2024
Appeared last year under Sage Advisory; not this year.
| Sponsor | To | Assets |
|---|---|---|
SHEET METAL WORKERS LOCAL NO. 20 INDIANAPOLIS AREA, PENSION FUNDIN · 510168516-001 | The Segal Company (Midwest) | $194M |
ONEONCOLOGY, LLCTN · 823416811-002 | Charles Schwab | $36M |
US ACUTE CARE SOLUTIONSOH · 341807694-003 | Fidelity Investments | $15M |
RCM INDUSTRIES, INC.IL · 363710664-001 | Alliance Pension Consultants LLC | $10M |
ALLIANCE LAUNDRY SYSTEMS, LLCWI · 391927923-002 | BNY Mellon | $29,305 |
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 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 |
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 | - |
JOINT PENSION FUND OF LOCAL UNION NO 102 IBEW BOARD OF TRUSTEESNJ · 221615726-001 | $718M | 4,355 | $155,414 | 10y | - |
BOARD OF TRUSTEES OF STEAMFITTERS LU 420 PENSION PLANPA · 232004424-001 | $644M | 5,303 | $71,651 | 5y | - |
Flag exposure
91.5%Market: 89.1%
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 (46)
Raw Schedule C names collapsed into Sage Advisory.
- HOFFSKI & PISANO, CPAS AND CONSULTA
- HOFKIN CAPITAL
- HOFMEISTER INSURANCE
- HOGAN & HARTSON
- HOGAN - HANSEN, P.C.
- HOGAN FINANCIAL MANAGEMENT
- HOGAN FINANCIAL MANAGEMENT LLC
- HOGAN HANSEN
- HOGAN JUDITH
- HOGAN LOVELLS INTERNATIONAL LLP3
- HOGAN TALYOR
- HOGAN-HANSEN, P.C.
- 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
Book composition by plan size
Bars stack to total plans served; segments use the same asset cutoffs as the /plans 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'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 | 1.41% | 7.76% | -6.35 pp |
| Fidelity bond gap | 0 | 0.00% | 26.94% | -26.94 pp |
| Late contributions | 3 | 4.23% | 1.71% | +2.51 pp |
| Failed to provide benefit | 0 | 0.00% | 0.14% | -0.14 pp |
| Corrective distributions | 7 | 9.86% | 1.76% | +8.10 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. Compare to the incumbent market share (0.1%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.1 pp vs incumbent
Frequent partners by role
Who else shows up on Sage Advisory's plans most often. Switch tabs by counterparty role - high-overlap names are either referral channels (advisors, auditors) or competitive blocks (other recordkeepers).
| Partner | Shared plans | % of book |
|---|---|---|
| Slevin & Hart PC | 5 | 7.0% |
| Barnes, Iaccarino & Sheperd LLP | 3 | 4.2% |
| Saltzman & Johnson Law Corporation | 3 | 4.2% |
| Kraw & Kraw Law Group | 2 | 2.8% |
| Ledbetter & Parisi LLC | 2 | 2.8% |
| Lindabury, McCormick, Estabrook & Cooper | 2 | 2.8% |
| Norton Rose Fulbright US LLP | 2 | 2.8% |
| O'Brien, Belland & Bushinsky, LLC | 2 | 2.8% |
| Oransky Scaraggi & Borg PC | 2 | 2.8% |
| Asher Kelly | 1 | 1.4% |
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).