Summa Health Retirement Income Plan And Trust
Sponsored by Summa Health · EIN 341887844 · Plan #010 · Akron, OH
- Total assets
- $184M
- Net assets
- $183M
- Active participants
- 1,313
- With balances
- 0
Plan year beginning 01/01/2024
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Robert W. Baird And Company | Trustee (institutional) | $337,983 |
| Northern Trust Company | Trustee (institutional) | $124,434 |
| Aetna Life Insurance Company | Claims processing, Other insurance fees and expenses | $35,057 |
| Equitable | Claims processing, Recordkeeping, Account maintenance fees | $13,581 |
| Northern Trust Company | Trustee (institutional) | $11,483 |
| Blackrock | Trustee (institutional) | $7,104 |