Sunnen Employees' Retirement Plan
Sponsored by Sunnen Products Company · EIN 430543500 · Plan #002
- Total assets
- $95.4M
- Net assets
- $95.4M
- Active participants
- 350
- With balances
- 527
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 |
|---|---|---|
| Strategic Advisors Llc CRD 125882 | deterministic · 100% | 2024 |
| Osaic Wealth, Inc. CRD 23131 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $45,708 |
| Securities America Advisor Inc | Investment advisory (plan) | $40,000 |
| Moneta Group | Consulting (general) | $15,000 |
| Strategic Advisors, Inc. | Investment advisory (plan) | $12,071 |
| Osaic Wealth Inc | Investment advisory (plan) | $5,000 |