The Sullivan University System, Inc. 401(k) Plan
Sponsored by The Sullivan University System, Inc. · EIN 610596564 · Plan #003
- Total assets
- $21.6M
- Net assets
- $21.6M
- Active participants
- 347
- With balances
- 513
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 |
|---|---|---|
| Silver Oak Securities Incorporated CRD 46947 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Wilshire Associates, Inc. | Investment advisory (plan) | $37,128 |
| John Hancock Retirment Plan Svcs | Recordkeeping, Float revenue, Recordkeeping fees | $34,125 |
| Silver Oak Securities | Investment advisory (plan) | $0 |