Sunshine Retirement Living Llc 401(k) Plan
Sponsored by Sunshine Retirement Living Llc · EIN 272259301 · Plan #001
- Total assets
- $6.9M
- Net assets
- $6.9M
- Active participants
- 1,273
- With balances
- 373
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 |
|---|---|---|
| Aldrich Wealth, Limited Partnership CRD 147200 | fuzzy_auto · 94% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Insurance Company | Recordkeeping fees | $47,819 |
| Aldrich Wealth Ltd Partnership | Investment advisory (plan) | $24,682 |
| Prime Retirement Solutions, Llc | Contract administrator | $10,000 |
| Redw Llc | Accounting | $7,000 |