The Summit Center 401(k) Plan
Sponsored by The Summit Center Inc. · EIN 161095750 · Plan #003
- Total assets
- $32.5M
- Net assets
- $32.5M
- Active participants
- 477
- With balances
- 654
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 |
|---|---|---|
| Rbc Capital Markets, Llc CRD 31194 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Transamerica Retirement Solutions | Recordkeeping, Participant loan processing, Investment management fees (indirect) | $52,796 |
| Rbc Capital Markets Llc | Investment advisory (plan) | $51,034 |
| Actuarial Consulting Services, Inc | Recordkeeping, Participant loan processing, Recordkeeping fees | $12,227 |