· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
SUMMIT CREEK ADVISORS, LLC — SUMMIT CREEK ADVISORS CASH BALANCE PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250624100348NAL0007137073001
SUMMIT CREEK ADVISORS, LLC
Form 5500-SF
FILING_RECEIVED
SUMMIT CREEK ADVISORS CASH BALANCE PLAN
Defined-benefit pension plan
Active participants
8
Accounts w/ balance
—
Plan assets (EOY)
$4.3M
Net assets (EOY)
$4.3M
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
SUMMIT CREEK ADVISORS, LLC
.
Find decision makers
Plan sponsor
Name
SUMMIT CREEK ADVISORS, LLC
EIN
20-2208898
Address
120 SOUTH SIXTH STREET, SUITE 2200 · MINNEAPOLIS, MN · 55402
Phone
(612) 746-8988
Industry
Finance & Insurance
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-06-24
Pension benefit codes
1A · Pay-related DB formula
1C · Cash balance or similar hybrid DB
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Finance & Insurance plans
VAN HULZEN ASSET MANAGEMENT, LLC
VAN HULZEN ASSET MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN
$4.3M · 17 participants
TBW HOLDINGS LLC
TBW HOLDINGS LLC 401(K) PROFIT SHARING PLAN & TRUST
$4.3M · 10 participants
BOWMAN GASKINS FINANCIAL GROUP, INC.
BOWMAN GASKINS FINANCIAL GROUP RETIREMENT PLAN
$4.3M · 11 participants
FINANCIAL ADVOCATES LLC
FINANCIAL ADVOCATES 401(K) PLAN
$4.3M · 9 participants
CAPITA FINANCIAL NETWORK, LLC
CAPITA FINANCIAL NETWORK, LLC RETIREMENT PLAN
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
$4.3M · 44 participants
KGE WEALTH MANAGEMENT
KGE WEALTH MANAGEMENT, INC. 401(K) PLAN
$4.3M · 7 participants
Large plans in Minnesota
WELLS FARGO & COMPANY
WELLS FARGO & COMPANY 401(K) PLAN
$57.9B · 167,176 participants
UNITED HEALTHCARE SERVICES INC.
UNITEDHEALTH GROUP 401(K) SAVINGS PLAN MASTER TRUST
$31.0B
MINNESOTA LIFE INSURANCE COMPANY
MASTER SEPARATE ACCOUNT
$29.2B
UNITEDHEALTH GROUP INCORPORATED
UNITEDHEALTH GROUP 401(K) SAVINGS PLAN
$26.6B · 199,134 participants
TARGET CORPORATION
TARGET CORPORATION 401(K) PLAN
$14.4B · 427,999 participants
TARGET CORPORATION
TARGET CORPORATION 401(K) MASTER TRUST
$14.2B
