Filings through .
Sanctuary Advisors, LLC
Matched across 9 name variants in the filings
Sanctuary Advisors, LLC summary
Sanctuary Advisors, LLC appears on 38 retirement plans in Form 5500 Schedule C filings through plan year 2024. Those plans hold $24.9B in assets for 548,626 participants. The median client plan holds $22.3M. Most client plans are sponsored in TX, AL and FL. The largest clients by plan assets are The Cleveland Clinic Foundation, Humana Inc. and Brown & Brown, Inc.. Plans reported $1.1M in direct and indirect compensation paid to Sanctuary Advisors, LLC. The median is $28K per plan.
- Participants
- 548,626
- Median plan assets
- $22.3M
- Median plan participants
- 328
- Median fees per plan
- $28K
- Schedule C direct + indirect
Top 25 client plans by assets
Latest Form 5500 filing per plan through 2024
- OHParticipants 88,028
- Humana Inc.$8.7BKYParticipants 57,219
- Brown & Brown, Inc.$2.0BFLParticipants 15,728
- MAParticipants 200,161
- NYParticipants 2,065
- IAParticipants 163,954
- TXParticipants 4,068
- TXParticipants 5,139
- NCParticipants 224
- ALParticipants 2,377
- York Telecom Corporation$60.8MNJParticipants 710
- Vantage Bank Texas$55.5MTXParticipants 576
- NJParticipants 163
- CAParticipants 1,914
- Lyden Oil Company$43.9MOHParticipants 300
- NCParticipants 215
- ALParticipants 205
- Burk Royalty Co., Ltd.$27.6MTXParticipants 350
- FLParticipants 425
- MNParticipants 349
- TXParticipants 1,441
- Polyquest, Inc.$18.7MNCParticipants 269
- Caregility Corporation$17.9MNJParticipants 147
- TXParticipants 366
- NYParticipants 231
Top client states
- TX11 plans
- AL3 plans
- FL3 plans
- NC3 plans
- NJ3 plans
Frequently asked questions
- Who uses Sanctuary Advisors, LLC?
- 38 retirement plans list Sanctuary Advisors, LLC as a service provider on Schedule C of Form 5500. The largest clients by plan assets include The Cleveland Clinic Foundation, Humana Inc., Brown & Brown, Inc., Futureplan Fiduciary Services, LLC and TP Icap Americas Holdings Inc.. Most client plans are sponsored in TX, AL and FL.
- How many plans does Sanctuary Advisors, LLC serve?
- Sanctuary Advisors, LLC serves 38 retirement plans with $24.9B in plan assets and 548,626 participants, based on the latest Form 5500 filings through 2024.
- What does Sanctuary Advisors, LLC charge?
- Plans reported $1.1M in total Schedule C compensation paid to Sanctuary Advisors, LLC. The median plan paid $28K. Fees vary with plan size and the services each plan buys.
Analytics
Market position · 2024
Plans served38+20 YoYRank #537 of mapped providers
Assets under administration$24.9B0.0%Rank #1072 by share of filed assets
Fees received$1MMedian $28,451/planSum across Schedule C direct + indirect
Net wins YoY+1214 won - 2 lostPlan-level switch detection
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