Summa Group Retirement Savings Plan
Sponsored by Summa Group, Llc · EIN 264289689 · Plan #002
- Total assets
- $11.8M
- Net assets
- $11.8M
- Active participants
- 221
- With balances
- 498
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 |
|---|---|---|
| Bok Financial Asset Management, Inc | Recordkeeping, Investment management, Direct payment from the plan | $32,541 |
| Bokf,Na | Recordkeeping, Investment management, Direct payment from the plan | $23,938 |
| Charles Schwab Trust Bank | Custodial (securities), Float revenue | $4,891 |