Sunny Glen Children's Home 403(b) Plan
Sponsored by Sunny Glen Children's Home · EIN 741260706 · Plan #001
- Total assets
- $3.6M
- Net assets
- $3.6M
- Active participants
- 806
- With balances
- 763
Plan year beginning 01/01/2024
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Bolton Securities Corp CRD 129376 | fuzzy_auto · 96% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Bolton Global Asset Mgmt | Investment advisory (participants), Investment advisory (plan), Investment management | $10,970 |
| American United Life Insurance Co | Recordkeeping, Participant loan processing, Participant communication | $4,802 |
| Delta Financial Insurance | Other commissions | $0 |