Sunwest Bank 401(k) Profit Sharing Plan
Sponsored by Sunwest Bank · EIN 952630202 · Plan #001
- Total assets
- $22.9M
- Net assets
- $22.9M
- Active participants
- 273
- With balances
- 360
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 |
|---|---|---|
| The Baldwin Group Wealth Advisors, Llc CRD 312284 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| The Baldwin Group Wealth Advisors, | Investment advisory (plan), Direct payment from the plan | $70,066 |
| Principal Life Insurance Company | Contract administrator, Participant loan processing, Direct payment from the plan | $60,047 |