Sunstates Security Retirement Savings Plan
Sponsored by Sunstates Security, Llc · EIN 562053968 · Plan #002
- Total assets
- $6.8M
- Net assets
- $6.8M
- Active participants
- 3,822
- With balances
- 585
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 |
|---|---|---|
| Mma Securities Llc CRD 44254 | deterministic · 100% | 2024 |
| 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 Ins Co | Recordkeeping fees | $25,859 |
| Ascensus Holdings,Inc Dba Futurepla | Contract administrator | $23,716 |
| Mma Securities Llc | Investment advisory (plan) | $14,252 |
| Empower Advisory Group, Llc | Investment management | $7,622 |