Sungrow Albion Llc 401(k) Profit Sharing Plan & Trust
Sponsored by Sungrow Albion Llc · EIN 923429766 · Plan #001
- Total assets
- $2.5M
- Net assets
- $2.5M
- Active participants
- 140
- With balances
- 180
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 |
|---|---|---|
| Equitable Advisors, Llc CRD 6627 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Paychex, Inc. | Recordkeeping | $20,300 |
| Equitable Advisors, Llc | Investment advisory (participants) | $10,940 |
| 401 K Generation | Contract administrator | $8,067 |