AUMdb

Sunshine Quality Solutions 401(k) Plan

Sponsored by Sunshine Quality Solutions, Llc · EIN 813679943 · Plan #001 · Donaldsonville, LA

Total assets
$18.5M
Net assets
$18.5M
Active participants
277
With balances
343

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
Second Line Capital, Llc CRD 324386 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Pro Account Investment advisory (participants) $54,647
Second Line Capital Llc Investment advisory (plan) $39,502
Retirement Strategies Group, Llc Recordkeeping, Participant loan processing, Recordkeeping fees $1,725
Nationwide Recordkeeping, Participant loan processing, Investment management fees (indirect) $1,278
Retirement Strategies Group, Llc Recordkeeping, Participant loan processing, Recordkeeping fees $0