The Summit Federal Credit Union Pension Plan
Sponsored by Summit Federal Credit Union · EIN 160754720 · Plan #001
- Total assets
- $34.9M
- Net assets
- $34.9M
- Active participants
- 200
- With balances
- 0
Plan year beginning 07/01/2024
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Principal Global Investors, Llc CRD 109002 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Principal Life Insurance Company | Contract administrator, Direct payment from the plan, Recordkeeping fees | $117,870 |
| Principal Global Investors, Llc | Investment advisory (plan), Direct payment from the plan | $17,778 |
| Sage, Rutty And Co., Inc. | Investment advisory (plan), Other fees | $0 |