AUMdb

Sunbeam Family Services 403(b) Thrift Plan

Sponsored by Sunbeam Family Services, Inc. · EIN 730590119 · Plan #003

Total assets
$7.1M
Net assets
$7.1M
Active participants
293
With balances
322

Plan year beginning 07/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, Default investment account (QDIA)

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
Stancorp Financial Group Claims processing, Recordkeeping, Custodial (other) $49,448