Summa Health 403(b) Retirement Savings Plan
Sponsored by Summa Health · EIN 341887844 · Plan #003 · Akron, OH
- Total assets
- $855M
- Net assets
- $855M
- Active participants
- 4,479
- With balances
- 8,038
Plan year beginning 01/01/2024 · Total participant-directed account
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Strategic Advisors Llc CRD 125882 | deterministic · 100% | 2024 |
| Highland Consulting Associates Inc. CRD 109834 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Strategic Advisors, Inc. | Investment advisory (plan) | $137,011 |
| Highland Consulting Associates, Inc | Investment advisory (plan) | $100,000 |
| Bdo Usa, Llp | Accounting | $55,544 |
| Fidelity Investments Institutional | Participant loan processing, Recordkeeping fees, Account maintenance fees | -$966,215 |