Summit Consulting, Llc 401(k) Profit Sharing Plan
Sponsored by Summit Consulting,Llc · EIN 954816438 · Plan #001
- Total assets
- $13.2M
- Net assets
- $13.2M
- Active participants
- 127
- With balances
- 167
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 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Insurance Company | Recordkeeping fees | $68,792 |
| Coastal Pension Services | Contract administrator | $11,952 |
| Empower Advisory Group, Llc | Investment management | $5,752 |
| Leafhouse Financial Advisors Llc | Other fees | $5,690 |
| Cetera Advisor Networks Llc | Other commissions | $0 |