New Sageview Advisory Group, LLC401(k)

New Sageview Advisory Group, LLC reported $67,269 in plan administrative expenses for 2025: 0.09% of average plan assets, below the peer median. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 3 years on file its reported administrative ratio fell from 0.12% to 0.09%. The plan sits in the $50M–$250M size bracket, benchmarked here against 605 comparable plans and shown alongside other finance & insurance employers. By assets it is the 1,164th-largest of 9,483 plans among California employers on file, and the 1,133rd of 4,798 in finance & insurance. In 2025, employees put in $2.61 for every $1.00 the employer contributed.