Sunlighten, Llc 401(k) Profit Sharing Plan
Sponsored by Sunlighten, Llc · EIN 770582440 · Plan #001
- Total assets
- $8.0M
- Net assets
- $8.0M
- Active participants
- 242
- With balances
- 298
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 |
|---|---|---|
| Capfinancial Partners, Llc CRD 175112 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Bergankdv Ltd | Accounting | $40,797 |
| Frontier Wealth Enterprises | Investment advisory (plan) | $25,625 |
| Empower Annuity Insurance Co Of Am | Recordkeeping fees | $20,804 |
| Erisa Services Midwest Llc | Contract administrator | $18,359 |
| Capfinancial Partners Llc | Investment advisory (plan) | $5,734 |
| Bergankdv Llc | Accounting | $0 |