Sageview Advisory Group, Inc.

Form 5500

SAGEVIEW ADVISORY GROUP, INC.

4000 Macarthur Blvd, Suite 1050, Newport Beach, Ca 92660 (949) 955-5787 EIN:51-0492818 Plan Admin:Mark Hendrickson

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2020	Plan NameSAGEVIEW ADVISORY GROUP 401(K)PLAN Plan #001 Participants BOY/EOY126 / 128 Assets BOY/EOY$22,258,453 / $27,464,346	2020	SAGEVIEW ADVISORY GROUP 401(K)PLAN - Plan #001	126 / 128	$22,258,453 / $27,464,346
2020	Plan NameSAGEVIEW ADVISORY GROUP, INC. CASH BALANCE PLAN Plan #002 Participants BOY/EOY57 / 58 Assets BOY/EOY$3,210,988 / $4,311,856	2020	SAGEVIEW ADVISORY GROUP, INC. CASH BALANCE PLAN - Plan #002	57 / 58	$3,210,988 / $4,311,856
2019	Plan NameSAGEVIEW ADVISORY GROUP 401(K)PLAN Plan #001 Participants BOY/EOY127 / 126 Assets BOY/EOY$16,489,120 / $22,258,453	2019	SAGEVIEW ADVISORY GROUP 401(K)PLAN - Plan #001	127 / 126	$16,489,120 / $22,258,453
2019	Plan NameSAGEVIEW ADVISORY GROUP, INC. CASH BALANCE PLAN Plan #002 Participants BOY/EOY52 / 57 Assets BOY/EOY$1,950,549 / $3,210,988	2019	SAGEVIEW ADVISORY GROUP, INC. CASH BALANCE PLAN - Plan #002	52 / 57	$1,950,549 / $3,210,988