Sunrise Coal, Llc 401(k) Profit Sharing Plan
Sponsored by Sunrise Coal, Llc · EIN 371449270 · Plan #001
- Total assets
- $52.3M
- Net assets
- $52.3M
- Active participants
- 611
- With balances
- 762
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 |
|---|---|---|
| Wells Fargo Clearing Services, Llc CRD 19616 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Plante & Moran, Pllc | Accounting | $25,250 |
| Wells Fargo Clearing Services Llc | Investment advisory (plan) | $24,312 |
| Partners | Investment advisory (plan) | $16,667 |
| Fidelity Investments Institutional | Sub-transfer agency fees, Recordkeeping fees, Account maintenance fees | $829 |