Summit Management Partners, Llc 401(k) Plan
Sponsored by Summit Management Partners, Llc · EIN 853668797 · Plan #001
- Total assets
- $2.8M
- Net assets
- $2.8M
- Active participants
- 427
- With balances
- 440
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 |
|---|---|---|
| Mma Securities Llc CRD 44254 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| The Vanguard Group, Inc. | Contract administrator, Recordkeeping, Participant loan processing | $20,113 |
| Compass Ret Consulting Group Inc | Contract administrator, Recordkeeping, Participant loan processing | $18,026 |
| Mma Securities | Investment advisory (participants), Investment advisory (plan), Securities brokerage commissions | $6,883 |