Sun Auto Tire & Service, Inc. 401(k) Plan
Sponsored by Sun Auto Tire & Service, Inc. · EIN 823087766 · Plan #002
- Total assets
- $54.8M
- Net assets
- $54.8M
- Active participants
- 4,042
- With balances
- 1,459
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 |
|---|---|---|
| Ubs Financial Services Inc. CRD 8174 | deterministic · 100% | 2024 |
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Ins Co Of America | Recordkeeping fees | $106,171 |
| Ubs Financial Services Inc. | Investment advisory (plan) | $87,819 |
| Alliance Benefit Group Of Houston | Contract administrator | $73,655 |
| Empower Advisory Group, Llc | Investment management | $45,596 |
| Fiduciary Wise Llc | Other fees | $22,700 |