Sunlight Financial Holdings, Inc. 401(k) Retirement Plan
Sponsored by Sunlight Financial Holdings, Llc · EIN 465653713 · Plan #001
- Total assets
- $7.8M
- Net assets
- $7.8M
- Active participants
- 91
- With balances
- 158
Plan year beginning 01/01/2024 · 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 |
|---|---|---|
| Transamerica Financial Life Ins Co | Recordkeeping, Participant loan processing, Investment management fees (indirect) | $36,124 |
| Futureplan Fiduciary Services, Llc | Recordkeeping, Participant loan processing, Recordkeeping fees | $10,656 |