AUMdb

Sumco Phoenix Corporation Savings And Retirement Plan

Sponsored by Sumco Phoenix Corporation · EIN 223014284 · Plan #001

Total assets
$149M
Net assets
$149M
Active participants
618
With balances
867

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
Empower Annuity Insurance Company O Contract administrator, Recordkeeping, Participant loan processing $112,654
Sageview Advisory Group Llc Other fees $40,000
Cliftonlarsonallen Llp Accounting $21,788