AUMdb

The Sunshine Recyclers 401 K Plan

Sponsored by Sunshine Recyclers, Inc. · EIN 912014940 · Plan #003

Total assets
$8.0M
Net assets
$8.0M
Active participants
164
With balances
155

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
Ubs Financial Services Inc. CRD 8174 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Ubs Financial Services Investment advisory (plan) $23,760
Pentegra Services Inc. Contract administrator $12,737
Empower Annuity Insurance Company Recordkeeping fees $3,705