Sun Realty Of Nags Head, Inc. 401(k) Plan
Sponsored by Sun Realty Of Nags Head, Inc. · EIN 561271736 · Plan #001
- Total assets
- $2.6M
- Net assets
- $2.6M
- Active participants
- 284
- With balances
- 263
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 |
|---|---|---|
| Gordon Asset Management Llc CRD 137136 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Workplace Services, Llc | Plan administrator, Trustee (discretionary), Investment management | $25,743 |
| Gordon Asset Management Llc | Investment advisory (plan) | $9,008 |