Summit Orthopedics, Ltd. 401(k) Profit Sharing Plan
Sponsored by Summit Orthopedics, Ltd. · EIN 411762331 · Plan #002
- Total assets
- $153M
- Net assets
- $153M
- Active participants
- 1,176
- With balances
- 1,478
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 |
|---|---|---|
| Creative Planning, Llc CRD 105348 | fuzzy_auto · 94% | 2024 |
| Fisher Asset Management, Llc CRD 107342 | deterministic · 100% | 2024 |
| 360 Financial, Inc. CRD 168600 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Schwab Retirement Plan Services,Inc | Recordkeeping, Investment advisory (participants), Direct payment from the plan | $111,128 |
| Creative Planning Holdco Llc | Investment management, Direct payment from the plan | $53,462 |
| Fisher Investments | Investment advisory (participants), Direct payment from the plan | $29,104 |
| 360 Financial Inc | Investment management, Direct payment from the plan | $11,272 |
| Sns Financial Group Llc | Investment advisory (participants), Direct payment from the plan | $5,046 |
| Charles Schwab & Co., Inc. | Securities brokerage, Direct payment from the plan, Float revenue | $206 |