Sumo Group, Inc. 401(k) Plan
Sponsored by Sumo Group, Inc. · EIN 274152712 · Plan #001
- Total assets
- $5.0M
- Net assets
- $5.0M
- Active participants
- 82
- With balances
- 160
Plan year beginning 01/01/2024 · 401(k)
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 |
|---|---|---|
| Insperity Retirement Services | Recordkeeping, Participant loan processing, Participant communication | $2,930 |
| Wilshire Associates | Consulting (general), Investment advisory (participants), Investment advisory (plan) | $2,044 |