Summit Building Services 401 K Plan
Sponsored by Summit Building Services · EIN 811128533 · Plan #001 · Concord, CA
- Total assets
- $1.2M
- Net assets
- $1.2M
- Active participants
- 142
- With balances
- 151
Plan year beginning 01/01/2024 · 401(k)
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 |
|---|---|---|
| Adp, Inc. | Participant loan processing, Direct payment from the plan, Recordkeeping | $4,129 |
| Ameriprise Financial Services, Inc | $0 | |
| Adp Broker Dealer | Distribution (12b-1) fees, Sub-transfer agency fees, Shareholder servicing fees | $0 |