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

Summit Investment Advisors, LLC's plan reported $3.6M in assets and 10 participants for 2024.

Original filing (PDF)20250423134804NAL0009967552001

Summit Investment Advisors, LLC

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

Form 5500-SF

FILING_RECEIVED

Summit Investment Advisors, LLC 401(k) and Profit Sharing Plan

401(k) retirement plan · Summit Investment Advisors, LLC's Summit Investment Advisors, LLC 401(k) and Profit Sharing Plan held $3.6M in plan assets for 10 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.6M

Net assets (EOY)

$3.6M

People on this filing

Russell Rogers signed Summit Investment Advisors, LLC's 2024 Form 5500 as plan administrator.

Russell Rogers — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Summit Investment Advisors, LLC's EIN is 20-2691624.

EIN 20-2691624

Plan number 001

Plan year 2024

ACK ID 20250423134804NAL0009967552001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Summit Investment 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 INVESTMENT 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