Sunrise Community, Inc. The Employee Pension Benefit Plan
Sponsored by Sunrise Community, Inc. · EIN 650118730 · Plan #001
- Total assets
- $30.0M
- Net assets
- $29.9M
- Active participants
- 2,839
- With balances
- 2,577
Plan year beginning 07/01/2024 · ERISA 404(c) participant-directed, Partial participant-directed account, Automatic enrollment
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| The Variable Annuity Life Insurance Company CRD 104561 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Valic Retirement Services Company | Custodial (securities), Investment advisory (participants), Investment management | $195,061 |
| Variable Annuity Life Insurance Co. | Custodial (securities), Investment management, Legal | $12,725 |