Sunbury Motor Company 401(k) Retirement Plan
Sponsored by Sunbury Motor Company · EIN 231657268 · Plan #001
- Total assets
- $12.8M
- Net assets
- $12.8M
- Active participants
- 141
- With balances
- 133
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Principal Life Insurance Company | Contract administrator, Direct payment from the plan, Recordkeeping fees | $50,517 |
| Sa Stone Wealth Management Inc. | Other services, Other fees | $0 |
| Valley Forge Pension Management | Other services, Other fees | $0 |