Sun Gro Holdings Inc. Retirement Savings Plan
Sponsored by Sun Gro Holdings Inc. · EIN 020550339 · Plan #001
- Total assets
- $21.0M
- Net assets
- $21.0M
- Active participants
- 186
- With balances
- 277
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 |
|---|---|---|
| Halbert Hargrove Global Advisors, Llc CRD 105515 | fuzzy_auto · 95% | 2024 |
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Halbert, Hargrove/Russell, Llc | Investment advisory (plan) | $40,237 |
| Meyers Brothers Kalicka Pc | Accounting | $5,000 |
| Empower Advisory Group, Llc | Investment management | $460 |
| Empower Annuity Insurance Company | Recordkeeping fees | $0 |