Sun Communities, Inc. 401(k) Plan
Sponsored by Sun Communities, Inc. · EIN 382730780 · Plan #001
- Total assets
- $83.5M
- Net assets
- $83.5M
- Active participants
- 2,777
- With balances
- 3,499
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 |
|---|---|---|
| Gregory J. Schwartz & Co., Inc. CRD 7294 | fuzzy_auto · 97% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Investments Institutional | Participant loan processing, Recordkeeping fees, Account maintenance fees | $304,593 |
| Gregory J Schwartz & Co Inc | Investment advisory (plan) | $84,077 |