Sundance Institute 401(k) Retirement Plan
Sponsored by Sundance Institute · EIN 870361394 · Plan #001
- Total assets
- $19.2M
- Net assets
- $19.2M
- Active participants
- 152
- With balances
- 235
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 |
|---|---|---|
| Morgan Stanley Smith Barney Llc CRD 149777 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Stancorp Financial Group | Claims processing, Recordkeeping, Custodial (other) | $18,106 |
| Plan Design Consultants | Investment advisory (plan) | $0 |
| Charles Schwab | Custodial (securities) | $0 |
| Morgan Stanley Smith Barney Llc | Investment advisory (plan), Other investment fees and expenses, Direct payment from the plan | $0 |