Ewie Group Of Companies 401(k) Plan
Sponsored by Ewie Group Of Companies, Llc · EIN 833043953 · Plan #001
- Total assets
- $27.7M
- Net assets
- $27.6M
- Active participants
- 495
- With balances
- 443
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 |
|---|---|---|
| Summit Financial, Llc CRD 299322 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Summit Financial Llc | Investment advisory (plan) | $38,151 |
| Fidelity Workplace Services Llc | Plan administrator, Trustee (discretionary), Investment management | $36,083 |
| Uhy Llp | Accounting | $22,550 |
| Summit Group Retirement Planners | Consulting (general) | $11,081 |