Summa Group, LLC (EIN 26-4289689) has filed 2 Form 5500 plans with the U.S. Department of Labor, covering $11.8M in plan assets and 509 active participants. Each plan below links to its full filing — fees, funds, providers, and Schedule C/H detail.
| Plan | Plan # | Participants | Assets |
|---|---|---|---|
| Summa Group Retirement Savings Plan | 002 | 221 | $11.8M |
| Summa Group LLC Health and Welfare Benefits Plan | 501 | 288 | $0 |
Providers are read from the Schedule C service-provider disclosures across this employer’s filings.
26-4289689 is the Employer Identification Number (EIN) Summa Group, LLC reports on its Form 5500 filings with the U.S. Department of Labor. The same EIN identifies the employer across all of its retirement and health plans.
Find other employers in the same state on Texas EIN lookup, or run a Form 5500 search to pull any company’s filing. New to these filings? Start with What is Form 5500?
