DFX Intelligence
Sageview Consulting Group
unclassified
unclassified
20 more other clients and 101 more Schedule C rows
Every figure, date and source on this page is shown. The names behind them, and every related record, open with the complete profile.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Advisory clients on the tape
0
Schedule C, ACFR
Public-system clients
0
ACFR and seeds
ADV institutional clients
n/a
Item 5.D
ADV institutional RAUM
Not disclosed
pension, government, charity, insurance, sovereign
ADV discretionary RAUM
Not disclosed
Item 5.F
Advisory clients
No advisory client relationship on the tape.
Other roles
23 allocators
- SBA Cash Balance Pension Plan for Citizens & Farmers Bank Actuarythrough Dec 31, 2025
- National Bankshares, Inc. Retirement Income Plan Actuarythrough Dec 31, 2025
- Carolina Container Company Hourly Employees Pension Plan Actuarythrough Dec 31, 2023
+20 more clients
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Schedule C rows
104 rows, $2.4M direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| National Bankshares, Inc. Retirement Income Plan | 2025 | 11 50 | ACTUARY | $47,880 |
| SBA Cash Balance Pension Plan for Citizens & Farmers Bank | 2025 | 11 50 | ACTUARY | $19,375 |
| Cenveo Worldwide Limited Pension Plan | 2024 | 11 17 | NONE | $275,880 |
+101 more Schedule C rows
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
What changed
- Sageview Consulting Group appears on Cenveo Worldwide Limited Pension Plan's Schedule C as pension consultant (plan year 2023 vs 2022)with Sageview Consulting Groupaskebsa.dol.gov