AUMdb

The Sunshine House 401(k) Profit Sharing Plan

Sponsored by The Sunshine House · EIN 571000178 · Plan #001

Total assets
$3.9M
Net assets
$3.9M
Active participants
1,736
With balances
284

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
John Hancock Recordkeeping fees, Recordkeeping, Participant loan processing $20,713
Merrill Lynch, Pierce, F & S Inc. Investment advisory (plan) $9,033