Sunsource Savings And Investment Plan
Sponsored by Sts Operating, Inc. · EIN 223827595 · Plan #025
- Total assets
- $168M
- Net assets
- $168M
- Active participants
- 1,124
- With balances
- 1,281
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 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Ubs Financial Services Inc | Investment advisory (plan) | $70,000 |
| Empower Annuity Insurance Company O | Recordkeeping fees, Recordkeeping, Direct payment from the plan | $17,143 |
| Sikich Llp | Accounting | $13,400 |