AUMdb

Sun Country, Inc. 401(k) Profit Sharing Plan

Sponsored by Sun Country, Inc. · EIN 352159124 · Plan #001

Total assets
$247M
Net assets
$247M
Active participants
3,207
With balances
2,389

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
Strategic Advisors Llc CRD 125882 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Fidelity Investments Institutional Participant loan processing, Sub-transfer agency fees, Recordkeeping fees $158,787
Strategic Advisors, Inc. Investment advisory (plan) $73,353