AUMdb

Sunset Retirement Plan

Sponsored by Standard Sand & Silica Company · EIN 590538109 · Plan #002

Total assets
$5.0M
Net assets
$5.0M
Active participants
240
With balances
239

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
Edward D. Jones & Co., L.P. CRD 250 deterministic · 100% 2024
Wilshire Advisors Llc CRD 6210 deterministic · 100% 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 $45,786
Janet A. Panebianco, Cpa, Pllc Contract administrator, Other services, Direct payment from the plan $7,900
Edward Jones Investment advisory (plan), Other fees $0
Wilshire Advisors Llc Investment advisory (plan), Other investment fees and expenses $0