Sunmark Credit Union 401(k) Plan
Sponsored by Sunmark Credit Union · EIN 141364933 · Plan #034
- Total assets
- $23.0M
- Net assets
- $23.0M
- Active participants
- 259
- With balances
- 326
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 | fuzzy_auto · 93% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Principal Life Insurance Company | Contract administrator, Participant loan processing, Direct payment from the plan | $86,573 |
| Morgan Stanley Global | Investment advisory (plan), Investment management, Direct payment from the plan | $1,015 |