SUMMIT SQUARE PARTNERS, LLC DBA FRESCA KELLER WEALTH
EIN 99-3511964LEXINGTON, KY
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 $384K in plan assets and 8 active participants. Each plan below links to its full filing — fees, funds, providers, and Schedule C/H detail.
Plans filed
2
Participants
8
Total assets
$384K
A SUMMIT SQUARE PARTNERS, LLC DBA FRESCA KELLER WEALTH employee? See the SUMMIT SQUARE PARTNERS, LLC DBA FRESCA KELLER WEALTH 401(k) plan — assets, recordkeeper, and how to find and check your account.
Form 5500 plans filed under EIN 99-3511964
Form 5500 search →| Plan | Plan # | Participants | Assets |
|---|---|---|---|
| FRESCA KELLER WEALTH 401(K) PLAN | 001 | 5 | $384K |
| FRESCA KELLER WEALTH - RAYMOND JAMES CBS BENEFIT PLAN | 501 | 3 | $268 |
About this EIN
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?