Summit Healthcare Regional Medical Center Performance Based Flexible Contribution Retirement Plan
Sponsored by Summit Healthcare Regional Medical Center · EIN 860320447 · Plan #001
- Total assets
- $56.3M
- Net assets
- $56.3M
- Active participants
- 1,244
- With balances
- 749
Plan year beginning 01/01/2024 · Total participant-directed account, ERISA 404(c) participant-directed, Default investment account (QDIA)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Commonwealth Equity Services, Llc CRD 8032 | deterministic · 100% | 2024 |
| Global Retirement Partners Llc CRD 172011 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Newport Group, Inc. | Other fees, Participant loan processing, Recordkeeping | $64,266 |
| Commonwealth Financial Network | Investment advisory (plan), Direct payment from the plan | $41,252 |
| Global Retirement Partners | Investment advisory (plan), Direct payment from the plan | $12,647 |