Summit Funding, Inc. 401(k) Plan
Sponsored by Summit Funding, Inc. · EIN 911780488 · Plan #001
- Total assets
- $45.7M
- Net assets
- $45.7M
- Active participants
- 499
- With balances
- 755
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 |
|---|---|---|
| Salem Advisory Group Llc CRD 145697 | fuzzy_auto · 96% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Schwab Retirement Plan Services,Inc | Recordkeeping, Direct payment from the plan, Recordkeeping fees | $64,950 |
| Sage Advisory Group | Investment management, Direct payment from the plan | $48,399 |