How big is Summit Group Advisors, Inc.'s plan?

Summit Group Advisors, Inc.'s plan reported $336K in assets and 6 participants for 2024.

Original filing (PDF)20250924120238NAL0006719137001

Summit Group Advisors, Inc.

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

Form 5500-SF

FILING_RECEIVED

Summit Group Advisors 401(k) Plan

401(k) retirement plan · Summit Group Advisors, Inc.'s Summit Group Advisors 401(k) Plan held $336K in plan assets for 6 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$336K

Net assets (EOY)

$336K

People on this filing

CHAD Carroll signed Summit Group Advisors, Inc.'s 2024 Form 5500 as plan administrator.

CHAD Carroll — 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 Group Advisors, Inc.'s EIN is 20-4787998.

EIN 20-4787998

Plan number 001

Plan year 2024

ACK ID 20250924120238NAL0006719137001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Summit Group Advisors, Inc.'s plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction.

Decision-maker contacts

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

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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