AUMdb

Summit Contracting Group, Inc. 401(k) Plan

Sponsored by Summit Contracting Group, Inc. · EIN 208209413 · Plan #001

Total assets
$17.8M
Net assets
$17.8M
Active participants
359
With balances
427

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
Chas. P. Smith & Associates, Pa, Cpa's CRD 104914 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Cps Investment Advisors Investment advisory (participants), Investment advisory (plan) $192,648
Pcs Financial Services Recordkeeping, Recordkeeping fees, Account maintenance fees $7,020
Mid Atlantic Trust Company Recordkeeping, Recordkeeping fees, Account maintenance fees $0