Sunesis Environmental Retirement Savings Plan
Sponsored by Sunesis Environmental, Llc · EIN 473157372 · Plan #001
- Total assets
- $3.0M
- Net assets
- $3.0M
- Active participants
- 183
- With balances
- 281
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 |
|---|---|---|
| Pca Investment Advisory Services, Inc. CRD 123475 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Pension Corporation Of America | Contract administrator, Recordkeeping, Sub-transfer agency fees | $11,460 |
| Pca Investment Advisory Services | Investment advisory (plan), Investment management, Direct payment from the plan | $5,958 |
| Charles Schwab Trust Bank | Custodial (securities), Trustee (directed), Investment management fees (indirect) | $1,792 |