Summit Technical Solutions, Llc 401(k) Plan
Sponsored by Summit Technical Solutions, Llc · EIN 300002326 · Plan #001
- Total assets
- $7.9M
- Net assets
- $7.9M
- Active participants
- 72
- With balances
- 144
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 |
|---|---|---|
| Security Financial Services, Inc. CRD 122050 | fuzzy_auto · 94% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Stancorp Financial Group | Claims processing, Recordkeeping, Custodial (other) | $29,923 |
| Securian Financial Services, Inc. | Investment advisory (plan), Consulting fees | $29,550 |