How big is Summit Direct MAIL, Inc.'s plan?

Summit Direct MAIL, Inc.'s plan reported $886K in assets and 108 participants for 2024.

Original filing (PDF)20250917090027NAL0000412162001

Summit Direct MAIL, Inc.

Name: Summit Direct MAIL, Inc. — Summit Direct MAIL, Inc., Form 5500 (2024)
Creator: Summit Direct MAIL, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Summit Direct MAIL, Inc. Retirement 401(k) Plan

401(k) retirement plan · Summit Direct MAIL, Inc.'s Summit Direct MAIL, Inc. Retirement 401(k) Plan held $886K in plan assets for 108 participants in 2024.

Active participants

108

Accounts w/ balance

Plan assets (EOY)

$886K

Net assets (EOY)

$886K

Plan identifiers

Summit Direct MAIL, Inc.'s EIN is 20-0398116.

EIN 20-0398116

Plan number 001

Plan year 2024

ACK ID 20250917090027NAL0000412162001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Summit Direct MAIL, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Summit Direct MAIL, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SUMMIT DIRECT MAIL, INC..

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Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

No IQPA named; plan is in the 80-120 transition zone.
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (15th percentile).

Helping the score