AUMdb

Summit Design & Engineering Services, Pllc Employees Savings Trust

Sponsored by Summit Design & Engineering Services,Pllc · EIN 300236228 · Plan #001

Total assets
$24.2M
Net assets
$24.2M
Active participants
410
With balances
374

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
Resources Investment Advisors Co. Investment advisory (plan), Direct payment from the plan $37,774
Ascensus Llc Participant loan processing, Recordkeeping fees, Other fees $10,315