How big is Summit Distributing, LLC's plan?

Summit Distributing, LLC's plan reported $2.4M in assets and 101 participants for 2024.

Original filing (PDF)20250721091847NAL0000471507001

Summit Distributing, LLC

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

Form 5500-SF

FILING_RECEIVED

Summit Distributing, LLC 401(k) Plan

401(k) retirement plan · Summit Distributing, LLC's Summit Distributing, LLC 401(k) Plan held $2.4M in plan assets for 101 participants in 2024.

Active participants

101

Accounts w/ balance

Plan assets (EOY)

$2.4M

Net assets (EOY)

$2.4M

Plan identifiers

Summit Distributing, LLC's EIN is 20-4133156.

EIN 20-4133156

Plan number 001

Plan year 2024

ACK ID 20250721091847NAL0000471507001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Summit Distributing, 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 DISTRIBUTING, LLC.

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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 (14th percentile).

Helping the score