Summit Square Partners, LLC DBA Fresca Keller Wealth (EIN 99-3511964) has filed 2 Form 5500 plans with the U.S. Department of Labor, covering $1.1M in plan assets and 8 active participants. Each plan below links to its full filing — fees, funds, providers, and Schedule C/H detail.
| Plan | Plan # | Participants | Assets |
|---|---|---|---|
| Fresca Keller Wealth 401(k) Plan | 001 | 5 | $1.1M |
| Fresca Keller Wealth - Raymond James CBS Benefit Plan | 501 | 3 | $268 |
99-3511964 is the Employer Identification Number (EIN) Summit Square Partners, LLC DBA Fresca Keller Wealth 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 Kentucky EIN lookup, or run a Form 5500 search to pull any company’s filing. New to these filings? Start with What is Form 5500?
