Sun And Sands Enterprises Profit Sharing And 401(k) Plan
Sponsored by Sun And Sands Enterprises, Llc · EIN 330249347 · Plan #002
- Total assets
- $14.9M
- Net assets
- $14.9M
- Active participants
- 112
- With balances
- 109
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 |
|---|---|---|
| Ubs Financial Services Inc. CRD 8174 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Lincoln National Corporation | Contract administrator | $61,831 |
| Ubs Financial Services, Inc | Investment advisory (plan) | $28,118 |