AUMdb

Sunbelt Solomon Services, Llc 401(k) And Profit Sharing Plan

Sponsored by Sunbelt Solomon Services, Llc · EIN 480777539 · Plan #001

Total assets
$45.0M
Net assets
$45.0M
Active participants
1,004
With balances
1,040

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
Hays Financial Group, Llc CRD 306877 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 $173,875
Dwc Erisa Consultants Llc Contract administrator, Investment advisory (plan), Direct payment from the plan $25,511
Hays Financial Group, Llc Investment advisory (plan), Other fees $0