Summit Ridge Energy 401(k) Plan
Sponsored by Summit Ridge Energy, Llc · EIN 814329210 · Plan #001
- Total assets
- $12.0M
- Net assets
- $12.0M
- Active participants
- 140
- With balances
- 155
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 |
|---|---|---|
| Morningstar Investment Management Llc CRD 108031 | fuzzy_auto · 99% | 2024 |
| Signature Estate & Investment Advisors Llc CRD 108163 | fuzzy_auto · 97% | 2024 |
| Wilshire Advisors Llc CRD 6210 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Signature Estate & Investmt Advisor | Investment advisory (plan), Direct payment from the plan | $38,260 |
| Principal Life Insurance Company | Contract administrator, Participant loan processing, Direct payment from the plan | $27,439 |
| Morningstar Investment Management L | Investment advisory (participants), Consulting fees | $0 |
| Wilshire Advisors Llc | Investment advisory (plan), Other investment fees and expenses | $0 |