Plan Snapshot
- Plan Sponsor: Suns Legacy Partners (EIN 201257286)
- Plan Type: 401(k)
- Total Participants: 475
- Total Assets: $41.8M
- Sponsor State: AZ
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 475 | $41.8M | $942,157 | $2.7M |
| 2023 | 390 | $37.5M | $875,190 | $2.6M |
| 2022 | 352 | $29.4M | $718,707 | $2.0M |
Service Providers
- BAKER TILLY US, LLP — Accountant / Independent Qualified Public Accountant