AUMdb

Sunrise Brands, Llc And Its Subsidiaries And Its Affiliate

Sponsored by Sunrise Brands, Llc · EIN 264228266 · Plan #001

Total assets
$25.8M
Net assets
$25.8M
Active participants
229
With balances
271

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

No linked investment advisers.

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Morgan Stanley Smith Barney Recordkeeping, Trustee (institutional), Other services $59,627
Adp, Inc. Participant loan processing, Direct payment from the plan, Recordkeeping $54,711
Adp Broker Dealer Sub-transfer agency fees, Shareholder servicing fees $0