Summit Handling Systems, Inc.401(k) Profit Sharing Plan
Sponsored by Summit Handling Systems, Inc. · EIN 060789485 · Plan #001
- Total assets
- $11.8M
- Net assets
- $11.8M
- Active participants
- 131
- With balances
- 165
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 |
|---|---|---|
| Morningstar | Investment advisory (plan) | $0 |
| The Pension Service | Other services | $0 |
| Tya Retirement Insurance & Annuity | Recordkeeping fees | $0 |