Sun Capital Advisors, Lp 401(k) Plan
Sponsored by Sun Capital Advisors, Lp · EIN 650624186 · Plan #001
- Total assets
- $17.8M
- Net assets
- $17.8M
- Active participants
- 64
- With balances
- 114
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 |
|---|---|---|
| Mercator Investment Management Llc CRD 296809 | fuzzy_auto · 97% | 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 | $18,140 |
| Mercer Investment Management Inc | Investment advisory (plan) | $15,000 |