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Sponsor portfolio

SUN RIVER PROFESSIONAL SERVICES, LLC

EIN 20-1620621-Administrative and Support and Waste Management and Remediation Services-Latest filing 2024
Plans
2
Retirement
2
$918K assets
Welfare
0
Participants
8
782 MARSTON CT - MILLERSVILLE, MD 21108410-703-9111
Plans on this EIN
2 filings
#002CashBalance-$661K - 3 part#001401k-$257K - 5 part

Retirement portfolio analytics

2 plans aggregated / $918K assets / 8 participants

Assets by plan

Share of aggregate retirement assets

72%top
  • CASH BALANCE PLAN (#002)72%
  • PLAN & TRUST (#001)28%
Total $918KClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PLAN & TRUST (#001)5
  • CASH BALANCE PLAN (#002)3
Total 8Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

SUN RIVER PROFESSIONAL SERVICES, LLC CASH BALANCE PLAN

CashBalance

Assets$661K
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

SUN RIVER PROFESSIONAL SERVICES, LLC 401(K) PROFIT SHARING PLAN & TRUST

401k

Assets$257K
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002SUN RIVER PROFESSIONAL SERVICES, LLC CASH BALANCE PLANCashBalance$661K32024
001SUN RIVER PROFESSIONAL SERVICES, LLC 401(K) PROFIT SHARING PLAN & TRUST401k$257K52024
Retirement plans
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