AUMdb

Sunny Days Early Childhood Development Services, Inc. 401(k) Plan

Sponsored by Sunny Days Early Childhood Development Services, Inc. · EIN 223299236 · Plan #001

Total assets
$23.8M
Net assets
$23.8M
Active participants
353
With balances
282

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 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Epic Retirement Plan Servcies Recordkeeping, Participant communication $55,963
Morningstar Investment Management Investment advisory (plan) $44,140