1 St Summit Bancorp Capital Accumulation Plan
Sponsored by 1 St Summit Bancorp · EIN 251619855 · Plan #003
- Total assets
- $24.2M
- Net assets
- $23.6M
- Active participants
- 220
- With balances
- 292
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 |
|---|---|---|
| Cbiz Retirement Plan Services | Contract administrator, Recordkeeping | $16,004 |
| Alerus Financial, N.A. | Recordkeeping, Investment advisory (participants), Recordkeeping fees | $14,061 |
| S.R. Snodgrass, P.C. | Accounting | $11,073 |