AUMdb

Sanisure Llc 401(k) Profit Sharing Plan

Sponsored by Sanisure Llc · EIN 843210697 · Plan #001

Total assets
$7.6M
Net assets
$7.6M
Active participants
244
With balances
282

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
Cambridge Investments, Llc CRD 174460 fuzzy_auto · 94% 2024

Service providers

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

Provider Services Direct comp
Cambridge Investment Group Investment advisory (plan) $22,437
Adp, Inc. Participant loan processing, Direct payment from the plan, Recordkeeping $21,845
Hpm Partners, Llc Recordkeeping, Trustee (institutional), Other services $8,252
Truog Ryding Company, Inc. Contract administrator $2,950
Empower Annuity Ins Co Of America Recordkeeping fees $1,546
Empower Annuity Ins Co Of America Investment management $529