Summit Partners, L.P. 401(k) Profit Sharing Plan
Sponsored by Summit Partners, Lp · EIN 043478657 · Plan #002
- Total assets
- $113M
- Net assets
- $113M
- Active participants
- 210
- With balances
- 378
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 |
|---|---|---|
| Retirement Resources, Llc CRD 151889 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Retirement Resources | Investment advisory (participants), Investment advisory (plan), Direct payment from the plan | $70,000 |
| Ascensus | Recordkeeping, Participant loan processing, Direct payment from the plan | $35,697 |