Summit Financial Group, Inc. Defined Contribution Plan
Sponsored by Burke & Herbert Finanical Services Corp. · EIN 920289417 · Plan #001
- Total assets
- $46.1M
- Net assets
- $46.1M
- Active participants
- 472
- With balances
- 583
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 |
| Morgan Stanley Smith Barney Llc CRD 149777 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Insurance Company O | Recordkeeping fees | $77,462 |
| Morgan Stanley | Investment advisory (plan) | $48,577 |
| Baker Tilly Virchow Krause, Llp | Accounting | $18,029 |
| Metro Benefits, Inc. | Contract administrator | $16,191 |
| Empower Advisory Group, Llc | Investment management | $5,648 |