Summit Bank 401(k) Profit Sharing Plan
Sponsored by Summit Bank · EIN 412114771 · Plan #001
- Total assets
- $12.3M
- Net assets
- $12.3M
- Active participants
- 133
- With balances
- 191
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 |
|---|---|---|
| Roehl & Yi Investment Advisors, Llc CRD 109258 | fuzzy_auto · 97% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Roehl & Yi Investment Adv Llc | Investment advisory (plan), Direct payment from the plan | $26,504 |
| The Vanguard Group, Inc. | Recordkeeping, Participant loan processing, Participant communication | $1,720 |
| Ascensus, Llc | Recordkeeping, Custodial (securities), Trustee (institutional) | $2 |