SageView
advisor88 known aliases resolved via the canonical alias map
Market position · 2024
Plans served690+34 YoYRank #37 of mapped providers
Assets under administration$134.9B0.1%Market share · rank #102
Fees received$34MMedian $38,087/planSum across Schedule C direct + indirect
Net wins YoY+41129 won · 88 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 plan look like?
Service mix · median fees per plan
Count of plans where SageView ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Other investment fees and expenses; Investment advisory (plan)Code 27 | 392 | $38,532 | |
Investment advisory (plan); Direct payment from the plan; Consulting (general)Code 16 | 99 | $51,981 | |
Shareholder servicing fees; Investment managementCode 28 | 65 | $20,139 | |
Other fees; Investment advisory (participants); Investment advisory (plan); Consulting feesCode 26 | 52 | $28,747 | |
Trustee (bank, trust company, or similar financial institution); Recordkeeping fees; Other fees; Recordkeeping and information management (computing, tabulating, data processing, etc.); Direct payment from the plan; Other servicesCode 15 | 24 | $30,063 | |
Other feesCode 99 | 19 | $18,566 | |
Direct payment from the plan; Consulting (pension); ActuarialCode 11 | 14 | $29,315 | |
Consulting feesCode 70 | 10 | $38,750 |
Competitor overlap
Percent of SageView'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.
| Sponsor | From | Assets |
|---|---|---|
WESTERN DIGITAL CORPORATIONCA · 330956711-003 | T. Rowe Price | $2.5B |
PARSONS CORPORATIONVA · 953232481-115 | Principal | $2.3B |
SERVICENOW, INC.CA · 202056195-001 | Fidelity Investments | $2.0B |
VISION SERVICE PLANCA · 941632821-001 | Prudential Retirement Insurance & Annuity Co. | $1.5B |
FLEXTRONICS INTERNATIONAL USA, INC.TX · 943061570-001 | Fidelity Investments | $1.2B |
SIX CONTINENTS HOTELS, INC.GA · 582283470-003 | Smith Gambrell & Russell, LLP | $1.1B |
ILLUMINA, INC.CA · 330804655-001 | Fidelity Investments | $1.1B |
O'MELVENY & MYERS LLPCA · 951066597-003 | Fidelity Investments | $879M |
PRINCIPAL LIFE INSURANCE COMPANYIA · 420127290-334 | Sage Point Financial | $651M |
RALEY'SCA · 941316611-012 | Resources Investment Advisors | $640M |
Plans lost in 2024
Appeared last year under SageView; not this year.
| Sponsor | To | Assets |
|---|---|---|
GLOBAL MEDICAL RESPONSE, INC.CO · 201305023-001 | Empower | $1.5B |
UMG RECORDINGS, INC.CA · 132613071-002 | Vanguard | $1.3B |
HARVARD MED. FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MED. CTR. INCMA · 222768204-002 | Fidelity Investments | $1.1B |
HARVARD MED. FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MED. CTR. INCMA · 222768204-001 | Fidelity Investments | $722M |
AAA NORTHERN CALIFORNIA, NEVADA & UTAHCA · 940361645-001 | Strategic Advisers | $664M |
CREATIVE ARTISTS AGENCY, LLCCA · 330675903-001 | Vanguard | $376M |
LYFT, INC.CA · 208809830-001 | Blue & Co LLC | $320M |
PACIFIC COAST BUILDING PRODUCTS, INC.CA · 946103555-002 | Voya | $263M |
NATIONAL ASSOCIATION FOR STOCK CAR AUTO RACING, LLCFL · 590579570-001 | Sage Advisory | $223M |
PUBLIC CONSULTING GROUP, LLCMA · 042942913-001 | Charles Schwab | $211M |
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 | 4y | 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
81.9%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 (88)
Raw Schedule C names collapsed into SageView.
- HOKINS INVESTMENT ADVISORS, LLC
- HOL-MAC CORPORATION
- HOLBEN HAY LAKE BALZER CPAS LLC
- HOLBROOK & MANTER CPA
- HOLBROOK & MANTER, CPAS
- HOLBROOK AKEL COLD RAY & REICHARD
- HOLLAND ASSOCIATES INC
- HOLLAND BROMLEY BARNHILL & BRETT LL
- HOLLAND CAPITAL
- HOLLAND CAPITAL MANAGEMENT
- HOLLAND CAPITAL MANAGEMENT LLC
- HOLLAND CAPITAL MANAGEMENT, LP
- HOLLAND CAPITAL MGMT
- HOLLAND CAPITAL MGMT.
- HOLLAND FINANCIAL SERVICES
- HOLLAND FINANCIAL SERVICES, INC.
- HOLLAND HOME
- HOLLAND, BROMLEY, BARNHILL & BRETT
- HOLLAND, BROMLEY, BARNHILL & BRETT,
- HOLLAND, DENNIS J.
- HOLLAND, HENRY & BROMLEY LLP
- HOLLAND, HENRY AND BROMLEY
- HOLLIDAY, LEMONS & COX, P.C.
- HOLLIFIELD, PATRICK T.
- LOCKBOX SAGEVIEW ADVISOR
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 SageView'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 | 1.88% | 7.76% | -5.88 pp |
| Fidelity bond gap | 18 | 2.61% | 26.94% | -24.33 pp |
| Late contributions | 178 | 25.80% | 1.71% | +24.08 pp |
| Failed to provide benefit | 34 | 4.93% | 0.14% | +4.79 pp |
| Corrective distributions | 213 | 30.87% | 1.76% | +29.11 pp |
| Loss discovered | 1 | 0.14% | 0.00% | +0.14 pp |
New-plan formation share
Share of plans filing for the first time each year that landed with SageView. Compare to the incumbent market share (1.0%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-1.0 pp vs incumbent
Frequent partners by role
Who else shows up on SageView'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 |
|---|---|---|
| Ropes & Gray LLP | 4 | 0.6% |
| Seyfarth Shaw LLP | 3 | 0.4% |
| Butler & Burke LLP | 2 | 0.3% |
| Frost Brown Todd LLC | 2 | 0.3% |
| Groom Law Group, Chartered | 2 | 0.3% |
| Thompson Hine | 2 | 0.3% |
| Trucker Huss | 2 | 0.3% |
| Anthony Battles Law Firm, P.A. | 1 | 0.1% |
| Ellis, Painter, Ratterree & Adams | 1 | 0.1% |
| Greensfelder, Hemker & Gale, P.C. | 1 | 0.1% |
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).