Sunshine, Sachs & Associates Profit Sharing Plan
Sponsored by Ss Ks, Llc Dba Sunshine, Sachs & · EIN 208847482 · Plan #001
- Total assets
- $18.3M
- Net assets
- $18.3M
- Active participants
- 224
- With balances
- 335
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 |
|---|---|---|
| Ubs Financial Services Inc. CRD 8174 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Ubs Financial Services Inc | Investment advisory (plan) | $49,162 |
| Empower Life & Annuity Insurance | Recordkeeping fees | $47,619 |
| Arnold Warshavchik | Contract administrator | $0 |