Summit Packaging Systems 401(k) Plan
Sponsored by Summit Packaging Systems, Llc · EIN 020325133 · Plan #002
- Total assets
- $34.6M
- Net assets
- $34.5M
- Active participants
- 661
- With balances
- 572
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 |
|---|---|---|
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
| Envestnet Retirement Solutions, Llc CRD 171570 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Advisory Group, Llc | Investment management | $19,794 |
| Envestnet Retirement Solutions, Llc | Investment advisory (plan) | $10,688 |
| Empower Annuity Insurance Company | Recordkeeping fees | $0 |