Sun Mechanical Contracting, Inc. 401(k) Retirement Plan
Sponsored by Sun Mechanical Contracting, Inc. · EIN 860362106 · Plan #001
- Total assets
- $9.8M
- Net assets
- $9.8M
- Active participants
- 409
- With balances
- 185
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 |
|---|---|---|
| Wellspring Financial, Llc CRD 288023 | fuzzy_auto · 94% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Wellspring Financial Partners | Investment advisory (plan) | $34,656 |
| Fidelity Investments Institutional | Participant loan processing, Recordkeeping fees, Account maintenance fees | $19,985 |