Sonray Group 401(k) Profit Sharing Plan
Sponsored by Sonray Solar, Inc. · EIN 263838351 · Plan #001
- Total assets
- $13.7M
- Net assets
- $13.7M
- Active participants
- 262
- With balances
- 159
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Capfinancial Partners, Llc CRD 175112 | fuzzy_auto · 93% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Cap Financial Partners Llc | Investment advisory (participants), Investment advisory (plan), Investment management | $66,317 |
| American United Life Insurance Co. | Participant communication, Direct payment from the plan, Insurance mortality and expense | $1,328 |