Isun 401(k) Retirement Plan
Sponsored by Isun, Inc. · EIN 472150172 · Plan #001
- Total assets
- $7.8M
- Net assets
- $7.8M
- Active participants
- 75
- With balances
- 129
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 |
|---|---|---|
| Morningstar Investment Management Llc CRD 108031 | fuzzy_auto · 99% | 2024 |
| World Investment Advisors, Llc CRD 208512 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Principal Life Insurance Company | Contract administrator, Participant loan processing, Direct payment from the plan | $31,258 |
| Bederson Llp | Contract administrator, Direct payment from the plan | $24,975 |
| World Investment Advisors, Llc | Consulting (pension), Investment advisory (plan), Direct payment from the plan | $23,284 |
| Chrisremmercpa@Gmail.Com | Plan administrator, Direct payment from the plan | $19,999 |
| Morningstar Investment Management L | Investment advisory (participants), Consulting fees | $0 |