Summit Credit Union Capital Accumulation Plan
Sponsored by Summit Credit Union · EIN 390230585 · Plan #011
- Total assets
- $117M
- Net assets
- $117M
- Active participants
- 784
- With balances
- 1,228
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Cmfg Life Insurance Company | Recordkeeping, Consulting (pension), Investment management | $149,530 |