Summit Physician Specialists Retirement Plan
Sponsored by Summit Physician Specialists, P.C. · EIN 814233178 · Plan #001
- Total assets
- $82.7M
- Net assets
- $82.7M
- Active participants
- 122
- With balances
- 137
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 |
|---|---|---|
| Association Financial Services Inc. CRD 142205 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Association Financial Services | Investment advisory (plan) | $44,669 |
| The Vanguard Group, Inc. | Recordkeeping, Trustee (institutional) | $10,950 |