AUMdb

Sonny's Enterprises, Llc 401(k) Profit Plan

Sponsored by Sonny's Enterprises, Llc · EIN 061312117 · Plan #001

Total assets
$54.4M
Net assets
$54.4M
Active participants
1,650
With balances
1,345

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
Wells Fargo Advisors Financial Network, Llc CRD 11025 fuzzy_auto · 96% 2024
Thurston Springer Advisors, Llc CRD 299201 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Principal Life Insurance Company Contract administrator, Participant loan processing, Direct payment from the plan $216,942
Wells Fargo Advisors Fin Network Investment advisory (plan), Other fees $0
Thurston Springer Advisors Investment advisory (plan), Other fees $0