AUMdb

Suncast Corporation Savings And Investment Plan

Sponsored by Suncast Corporation · EIN 363329123 · Plan #001

Total assets
$47.5M
Net assets
$47.5M
Active participants
356
With balances
428

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
Cerity Partners Retirement Plan Advisors Llc CRD 164198 fuzzy_auto · 96% 2024
Strategic Advisors Llc CRD 125882 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Cerity Partners Retirement Plan Investment advisory (plan) $52,659
Fidelity Investments Institutional Participant loan processing, Recordkeeping fees, Account maintenance fees $47,293
Strategic Advisors, Inc. Investment advisory (plan) $15,090