SAGEVIEW ADVISORY GROUP 401(K)PLAN
- Address: 4000 MACARTHUR BLVD, SUITE 1050,NEWPORT BEACH,CA
- Phone: (949) 955-5787
| Investment Options of SAGEVIEW ADVISORY GROUP 401(K)PLAN (as of 2022) |
|---|
| GOLDMAN SACHS STABLE VALUE INST CL (GOLDMAN SACHS CT OR SVF) |
| CLEARBRIDGE INTERNATIONAL GRWTH CIT (AST WILMINGTON TRUST) |
| STATE ST S&P MIDCAP INDX SL CL XIV (STATE STREET GLOBAL ADVISORS COLLECTIVE TRUSTS) |
| STATE ST S&P 500 INDX SL CL II (STATE STREET GLOBAL ADVISORS COLLECTIVE TRUSTS) |
| STATE STREET RUSSELL SMALL CAP INDE (STATE STREET GLOBAL ADVISORS COLLECTIVE TRUSTS) |
| Click for all funds ↓↓↓ |
| STATE ST GBL ALLCP EQ EX-US IDX SL (STATE STREET GLOBAL ADVISORS COLLECTIVE TRUSTS) |
| STATE ST RUSSELL SMALL/MID IDX SL C (STATE STREET GLOBAL ADVISORS COLLECTIVE TRUSTS) |
| IVY MID CAP GROWTH CIT C (IVY FUNDS) |
| WTC-CIF II MID CAP OPPORTUNITIES S3 (WELLINGTON TRUST COMPANY) |
| PUTNAM LARGE CAP VALUE TRUST IA (PUTNAM INVESTMENTS CIT) |
| NEUBERGER BRMN STRTGC MI SC FX IN W (AST WILMINGTON TRUST) |
| STATE ST US BND INDX SL CL XIV (STATE STREET GLOBAL ADVISORS COLLECTIVE TRUSTS) |
| CLEARBRIDGE SMALL CAP GROWTH CIT (GREAT GRAY) |
SAGEVIEW ADVISORY GROUP 401(K)PLAN has the following features:
Default Investments: It uses a default investment account for participants or employees who fail to direct assets in their account.
At the end of 2022, the total retirement plan assets of SAGEVIEW ADVISORY GROUP 401(K)PLAN is $37,589,790.00.This plan was established in 2001.
At the end of 2022, the total number of retirement plan participants in SAGEVIEW ADVISORY GROUP 401(K)PLAN is 210
In 2022, the average participant retirement account value for SAGEVIEW ADVISORY GROUP 401(K)PLAN is $178,999.00
In 2022, the estimated average employee contribution amount per participant for SAGEVIEW ADVISORY GROUP 401(K)PLAN is $20,276.00
In 2022, the estimated average employer match for an employee in SAGEVIEW ADVISORY GROUP 401(K)PLAN is approximately $5,866.00
In 2022, SAGEVIEW ADVISORY GROUP 401(K)PLAN allocates $1,232,017.00 to match its employees' contributions, providing an employer match rate of 35.95% of their contributions
In 2022, the total retirement plan asset growth rate of SAGEVIEW ADVISORY GROUP 401(K)PLAN is 3.45%
In 2022, the estimated aggregate retirement account investment gain/loss for SAGEVIEW ADVISORY GROUP 401(K)PLAN is -15.75%. This measures the effectiveness of the plan participants' investments in the year.
In 2022, the investment and administrative expense ratio of SAGEVIEW ADVISORY GROUP 401(K)PLAN is 0.11%.
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