Sunview 401(k) Plan
Sponsored by Sunview Vineyards Of California, Inc. · EIN 770199908 · Plan #001
- Total assets
- $15.1M
- Net assets
- $15.1M
- Active participants
- 4,686
- With balances
- 462
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 |
|---|---|---|
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Insurance Company | Recordkeeping fees | $98,020 |
| Empower Advisory Group Llc | Investment management | $14,733 |
| Envestnet Retirement Solutions Llc | Other fees | $5,947 |
| Hicks Pension Services | Contract administrator | $2,475 |
| Equitable Advisors Llc | Other commissions | $0 |