AUMdb

Sun West Financial Services International Inc 1081. 01(d) Plan

Sponsored by Sun West Financial Services International Inc · EIN 660800214 · Plan #003

Total assets
—
Net assets
—
Active participants
14
With balances
32

Plan year beginning 01/01/2024 · Profit-sharing, ERISA 404(c) participant-directed, Total participant-directed account

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).

No Schedule C on file for this plan year.