Sun Health Employee Services 401(k) Plan
Sponsored by Sun Health Employee Services, Llc. · EIN 843319318 · Plan #001
- Total assets
- $14.2M
- Net assets
- $14.2M
- Active participants
- 913
- With balances
- 708
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 |
|---|---|---|
| Cbiz Investment Advisory Services, Llc CRD 286002 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $48,518 |
| Cbiz Investment Advisory Services | Investment advisory (plan) | $28,895 |