How big is Summit Legacy, LLC's plan?

Summit Legacy, LLC's plan reported $1.3M in assets and 4 participants for 2024.

Original filing (PDF)20251015133048NAL0002491059001

Summit Legacy, LLC

Name: Summit Legacy, LLC — Summit Legacy LLC 401(k) Plan, Form 5500 (2024)
Creator: Summit Legacy, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Summit Legacy LLC 401(k) Plan

401(k) retirement plan · Summit Legacy, LLC's Summit Legacy LLC 401(k) Plan held $1.3M in plan assets for 4 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.3M

Net assets (EOY)

$1.3M

Plan identifiers

Summit Legacy, LLC's EIN is 20-8828164.

EIN 20-8828164

Plan number 001

Plan year 2024

ACK ID 20251015133048NAL0002491059001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Summit Legacy, LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA), 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 LEGACY, LLC.

Finding similar companies…

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