AUMdb

Sun World International, Llc 401 K Retirement Plan

Sponsored by Sun World International, Llc. · EIN 202259614 · Plan #002

Total assets
$14.3M
Net assets
$14.3M
Active participants
61
With balances
115

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
Fidelity Investments Institutional Participant loan processing, Sub-transfer agency fees, Recordkeeping fees $29,653