Summit Point Raceway Associates 401(k) Plan
Sponsored by Summit Point Raceway Associates, Inc. · EIN 540935307 · Plan #002
- Total assets
- $3.4M
- Net assets
- $3.4M
- Active participants
- 223
- With balances
- 219
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 |
|---|---|---|
| Rpa Financial, Llc CRD 294105 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Transamerica Retirement Solutions | Recordkeeping, Participant loan processing, Investment management fees (indirect) | $9,210 |
| Snyder Cohn Pc | Accounting | $8,500 |
| Futureplan Fiduciary Services, Llc | Recordkeeping, Participant loan processing, Recordkeeping fees | $4,834 |
| Rpa Financial Llc | Investment advisory (plan) | $675 |
| Transamerica Trust Company | Trustee (institutional) | $8 |