403(b) Thrift Plan Of Sunnyside Community Services, Inc.
Sponsored by Sunnyside Community Services, Inc. · EIN 112515996 · Plan #001
- Total assets
- $6.3M
- Net assets
- $6.3M
- Active participants
- 252
- With balances
- 119
Plan year beginning 07/01/2024
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 |
|---|---|---|
| Principal Life Insurance Company | Contract administrator, Participant loan processing, Direct payment from the plan | $34,172 |
| Cooper Savas Llc | Investment advisory (plan), Direct payment from the plan | $9,000 |
| Orenda Retirement Llc | Contract administrator, Direct payment from the plan, Other services | $3,750 |
| Pensionmark Financial Group, Llc | Investment advisory (plan), Other fees | $0 |
| Side By Side Financials, Inc. | Other fees, Contract administrator | $0 |