Summus Health Care 401(k) Plan
Sponsored by Summus Health Care, Llc · EIN 822957179 · Plan #001
- Total assets
- $4.1M
- Net assets
- $4.1M
- Active participants
- 168
- With balances
- 168
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 |
|---|---|---|
| Ima Advisory Services, Inc. CRD 112091 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Ima Advisory Services Inc. | Investment advisory (plan) | $14,865 |
| Empower Annuity Insurance Company | Recordkeeping fees | $11,525 |
| Nova 401(k) Associates | Contract administrator | $940 |