Sunmed Llc 401(k) Plan
Sponsored by Sunmed Llc · EIN 263700043 · Plan #001
- Total assets
- $39.5M
- Net assets
- $39.5M
- Active participants
- 566
- With balances
- 650
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 |
|---|---|---|
| Sagepointe Advisors Llc CRD 288883 | fuzzy_auto · 93% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| John Hancock Life Insurance Company | Recordkeeping, Investment advisory (participants), Shareholder servicing fees | $69,903 |
| Sageview Advisors | Investment advisory (plan) | $35,000 |