Summit 7 Systems 401(k) Plan
Sponsored by Summit 7 Systems, Llc · EIN 271467561 · Plan #001
- Total assets
- $8.5M
- Net assets
- $8.5M
- Active participants
- 223
- With balances
- 174
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 |
|---|---|---|
| Bmss | Accounting | $21,595 |
| Investment advisory (participants) | $14,751 | |
| Fidelity Investments Institutional | Sub-transfer agency fees, Recordkeeping fees, Account maintenance fees | $11,510 |