How big is Summit Creek Advisors, LLC's plan?

Summit Creek Advisors, LLC's plan reported $4.6M in assets and 8 participants for 2024.

Original filing (PDF)20250616070544NAL0000387459001

Summit Creek Advisors, LLC

Name: Summit Creek Advisors, LLC — Summit Creek Advisors, Form 5500 (2024)
Creator: Summit Creek Advisors, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Summit Creek Advisors 401(k) Plan

401(k) retirement plan · Summit Creek Advisors, LLC's Summit Creek Advisors 401(k) Plan held $4.6M in plan assets for 8 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.6M

Net assets (EOY)

$4.6M

Plan identifiers

Summit Creek Advisors, LLC's EIN is 20-2208898.

EIN 20-2208898

Plan number 001

Plan year 2024

ACK ID 20250616070544NAL0000387459001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Summit Creek Advisors, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Summit Creek Advisors, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

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

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Plan health score

Top-tier plan health

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

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score