Summerwinds 401(k) Plan
Sponsored by Summerwinds Garden Centers, Inc. · EIN 820500954 · Plan #001
- Total assets
- $12.4M
- Net assets
- $12.4M
- Active participants
- 166
- With balances
- 215
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 |
|---|---|---|
| Echelon Group, Inc. CRD 333195 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Stancorp Financial Group | Claims processing, Recordkeeping, Custodial (other) | $25,337 |
| Arbor Point Advisors Llc | Investment advisory (plan), Consulting fees | $24,156 |
| Echelon Group Inc | Investment advisory (plan), Consulting fees | $8,861 |