Sunrise Credit Services, Inc. 401(k) Plan
Sponsored by Sunrise Credit Services, Inc. · EIN 112369271 · Plan #002
- Total assets
- $14.1M
- Net assets
- $14.1M
- Active participants
- 187
- With balances
- 112
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 |
|---|---|---|
| Kingsview Asset Management, Llc | Recordkeeping, Trustee (institutional), Other services | $30,628 |
| Adp, Inc. | Participant loan processing, Direct payment from the plan, Recordkeeping | $3,788 |
| Adp Broker Dealer | Distribution (12b-1) fees, Sub-transfer agency fees, Shareholder servicing fees | $0 |