Summit Medical Group, Pllc 401(k) Profit Sharing Plan
Sponsored by Summit Medical Group, Pllc · EIN 621585063 · Plan #001
- Total assets
- $348M
- Net assets
- $348M
- Active participants
- 1,829
- With balances
- 2,183
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 |
|---|---|---|
| Asset Planning Corporation CRD 126242 | deterministic · 100% | 2024 |
| Usi Advisors, Inc. CRD 108113 | deterministic · 100% | 2024 |
| Nbz Investment Advisors, Llc CRD 123902 | deterministic · 100% | 2024 |
| Moon Capital Management Lp CRD 156460 | deterministic · 100% | 2024 |
| Cvfg Llc CRD 325310 | deterministic · 100% | 2024 |
| Patriot Investment Management Group Inc CRD 112155 | fuzzy_auto · 97% | 2024 |
| The Nalls Sherbakoff Group, Llc CRD 168239 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Schwab Retirement Plan Services, In | Recordkeeping, Recordkeeping fees | $190,357 |
| First Horizon Advisors | Investment advisory (participants) | $130,429 |
| Ftb Advisors, Inc. | Investment advisory (participants) | $47,983 |
| Acuff & Associates | Plan administrator, Recordkeeping fees | $32,448 |
| Asset Planning Corporation | Investment advisory (participants) | $31,197 |
| Usi Advisors, Inc. | Investment advisory (participants) | $30,000 |
| Nbz Investment Advisors, Llc | Investment advisory (participants) | $26,411 |
| Leading Edge | Investment advisory (participants) | $25,646 |
| Portfolio Audit Llc Private Wealth | Investment advisory (participants) | $17,625 |
| Moon Capital Management, Llc | Investment advisory (participants) | $16,846 |
| Cvfg, Llc | Investment advisory (participants) | $12,206 |
| Patriot Investment Management | Investment advisory (participants) | $12,005 |
| The Nalls Sherbakoff Group | Investment advisory (participants) | $7,155 |