AUMdb

First Sun Management Corporation 401(k) Retirement Plan

Sponsored by First Sun Management Corporation · EIN 570892447 · Plan #001

Total assets
$850K
Net assets
$850K
Active participants
160
With balances
260

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
Empower Advisory Group, Llc CRD 112058 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Empower Annuity Insurance Company O Recordkeeping fees $4,364
Empower Advisory Group, Llc Investment management $1,387