Sun Automation Inc. 401(k) Plan
Sponsored by Sun Automation Inc. · EIN 521394629 · Plan #001
- Total assets
- $16.2M
- Net assets
- $16.2M
- Active participants
- 138
- With balances
- 155
Plan year beginning 01/01/2024 · 401(k)
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).
| Provider | Services | Direct comp |
|---|---|---|
| Ubs Financial Services Inc. | Consulting (general) | $21,233 |
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | -$21,139 |