Summit Operating Services Company, Llc 401(k) Plan
Sponsored by Summit Operating Services Company, Llc · EIN 851105422 · Plan #002
- Total assets
- $29.5M
- Net assets
- $29.5M
- Active participants
- 275
- With balances
- 331
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 |
|---|---|---|
| Gallagher Fiduciary Advisors, Llc CRD 146509 | deterministic · 100% | 2024 |
| Prime Capital Investment Advisors, Llc CRD 288712 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Investments Institutional | Participant loan processing, Recordkeeping fees, Account maintenance fees | $33,421 |
| Gallagher Fiduciary Advisors Llc | Investment advisory (plan) | $18,750 |
| Prime Capital Investment Advisors | Investment advisory (plan) | $6,250 |