AUMdb

Sunsweet Growers Inc, 401(k) Plan

Sponsored by Sunsweet Growers Inc. · EIN 940360795 · Plan #010

Total assets
$74.7M
Net assets
$74.7M
Active participants
316
With balances
421

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
Creative Planning Institutional Advisors, Llc CRD 126777 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Empower Annuity Insurance Company Recordkeeping fees $176,597
Sageview Advisory Group Llc Investment advisory (plan) $42,500