Summa Health 401(k) Retirement Savings Plan
Sponsored by Summa Health · EIN 461145832 · Plan #001 · Akron, OH
- Total assets
- $62.4M
- Net assets
- $62.4M
- Active participants
- 922
- With balances
- 1,132
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 |
|---|---|---|
| Strategic Advisors Llc CRD 125882 | deterministic · 100% | 2024 |
| Highland Consulting Associates Inc. CRD 109834 | fuzzy_auto · 98% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Strategic Advisors, Inc. | Investment advisory (plan) | $18,187 |
| Highland Consulting Associates, In | Investment advisory (plan) | $5,000 |
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | -$49,366 |