Raremed Solutions Savings Plan
Sponsored by Summit Access Solutions, Llc · EIN 824888275 · Plan #001
- Total assets
- $5.5M
- Net assets
- $5.5M
- Active participants
- 215
- With balances
- 211
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 |
|---|---|---|
| Global Retirement Partners Llc CRD 172011 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Principal Life Insurance Company | Contract administrator, Direct payment from the plan, Recordkeeping fees | $23,561 |
| Global Retirement Partners Llc | Investment advisory (plan), Direct payment from the plan | $10,726 |
| Dunbar Bender & Zapf Inc | Contract administrator, Direct payment from the plan, Other services | $4,872 |