AUMdb

The Sundt Companies 401(k) Plan

Sponsored by The Sundt Companies, Inc. · EIN 860923877 · Plan #002

Total assets
$201M
Net assets
$201M
Active participants
4,565
With balances
3,317

Plan year beginning 10/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

No linked investment advisers.

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 $73,582