Sunstate Equipment Co., Llc Retirement Savings Plan And Trust
Sponsored by Sunstate Equipment Co., Llc · EIN 860810251 · Plan #001
- Total assets
- $164M
- Net assets
- $164M
- Active participants
- 2,256
- With balances
- 2,909
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 |
|---|---|---|
| Transamerica Retirement Advisors, Llc CRD 107319 | fuzzy_auto · 94% | 2024 |
| Nepc, Llc CRD 110562 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Transamerica Retirement Solutions | Claims processing, Recordkeeping, Investment management | $229,134 |
| Nepc, Llc | Investment advisory (plan), Direct payment from the plan | $27,492 |
| Lbmc Pc | Accounting, Direct payment from the plan | $16,900 |
| Epstein Becker & Green Pc | Consulting (general), Direct payment from the plan | $11,326 |
| National Financial Services | Securities brokerage, Securities brokerage commissions | $0 |