AUMdb

Sunflower Medical Group, P.A. Profit Sharing 401(k) Plan

Sponsored by Sunflower Medical Group, P.A. · EIN 481152958 · Plan #001

Total assets
$29.8M
Net assets
$29.8M
Active participants
140
With balances
182

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
Steffes Financial, Ltd CRD 134530 fuzzy_auto · 98% 2024

Service providers

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

Provider Services Direct comp
North American Ktrade Alliance Accounting, Actuarial, Recordkeeping $40,726
Steffes Financial Investment advisory (plan), Named fiduciary $22,617
Demars Pension Consulting Services Accounting, Recordkeeping $9,839