Sunbelt Rentals, Inc. Retirement Savings Plan
Sponsored by Sunbelt Rentals, Inc. · EIN 580415192 · Plan #001
- Total assets
- $1.2B
- Net assets
- $1.2B
- Active participants
- 18,710
- With balances
- 19,353
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 |
|---|---|---|
| Morningstar Investment Management Llc CRD 108031 | fuzzy_auto · 99% | 2024 |
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 | $1,589,054 |
| Greerwalkerllp Llp | Accounting, Direct payment from the plan, Other fees | $7,900 |
| Kestra Investment Services Llc | Other services, Other commissions, Other fees | $0 |
| Morningstar Investment Management L | Investment advisory (participants), Consulting fees | $0 |