Summit Electric Supply Co. 401 K Plan
Sponsored by Summit Electric Supply Co., Inc. · EIN 850252176 · Plan #005 · Albuquerque, NM
- Total assets
- $94.5M
- Net assets
- $94.5M
- Active participants
- 719
- With balances
- 957
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 |
|---|---|---|
| Creative Planning Institutional Advisors, Llc CRD 126777 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Sageview Advisory Group Llc | Investment advisory (plan) | $39,810 |
| Fidelity Workplace Services Llc | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $21,022 |