Summit Credit Union Retirement Pension Plan
Sponsored by Summit Credit Union · EIN 390230585 · Plan #001
- Total assets
- $22.5M
- Net assets
- $22.5M
- Active participants
- 655
- With balances
- 0
Plan year beginning 01/01/2024
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 |
|---|---|---|
| Cmfg Life Insurance Company | Actuarial, Recordkeeping, Consulting (pension) | $59,199 |
| Trusteed Retirement Program | Trustee (individual), Investment advisory (plan), Investment management fees (direct) | $3,098 |