How big is Summit Management and Realty Company's plan?

Summit Management and Realty Company's plan reported $7.9M in assets and 20 participants for 2025.

Original filing (PDF)20260406092654NAL0007448096001

Summit Management and Realty Company

Name: Summit Management and Realty Company — Summit Manage, Form 5500 (2025)
Creator: Summit Management and Realty Company
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Summit Management and Realty Company 401(k) Plan

401(k) retirement plan · Summit Management and Realty Company's Summit Management and Realty Company 401(k) Plan held $7.9M in plan assets for 20 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$7.9M

Net assets (EOY)

$7.9M

Plan identifiers

Summit Management and Realty Company's EIN is 23-2539156.

EIN 23-2539156

Plan number 001

Plan year 2025

ACK ID 20260406092654NAL0007448096001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Summit Management and Realty Company from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Summit Management and Realty Company'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 MANAGEMENT AND REALTY COMPANY.

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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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (85th percentile).

Plan sponsor

Name

SUMMIT MANAGEMENT AND REALTY COMPANY

EIN

all filings

Address

1620 POND ROAD, SUITE 150 · ALLENTOWN, PA · 18104

Phone

(610) 264-0200

Industry

Real Estate

Plan administrator