How big is Summit Realty Advisors LLC's plan?

Summit Realty Advisors LLC's plan reported $949K in assets and 7 participants for 2024.

Original filing (PDF)20251015093424NAL0004190689001

Summit Realty Advisors LLC

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

Form 5500-SF

FILING_RECEIVED

Summit Realty Advisors LLC 401(k) Plan

401(k) retirement plan · Summit Realty Advisors LLC's Summit Realty Advisors LLC 401(k) Plan held $949K in plan assets for 7 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$949K

Net assets (EOY)

$949K

People on this filing

Kristi Devlin signed Summit Realty Advisors LLC's 2024 Form 5500 as plan administrator.

Kristi Devlin — 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 Realty Advisors LLC's EIN is 20-3744497.

EIN 20-3744497

Plan number 001

Plan year 2024

ACK ID 20251015093424NAL0004190689001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Summit Realty Advisors LLC'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 REALTY 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