AUMdb

Sandestin Investments, Llc 401 (K) Plan

Sponsored by Sandestin Investments, Llc · EIN 271254413 · Plan #001

Total assets
$3.5M
Net assets
$3.5M
Active participants
471
With balances
158

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

No linked investment advisers.

Service providers

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

Provider Services Direct comp
Adp, Inc. Participant loan processing, Direct payment from the plan, Recordkeeping $28,222