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Original filing (PDF)20260115063425NAL0016210545001
AZURE SUMMIT TECHNOLOGY, INC.
Form 5500
FILING_RECEIVED
AZURE SUMMIT TECHNOLOGY, INC. 401(K) RETIREMENT PLAN
401(k) retirement plan
Signals · 1
Late filing · 2.0 mo
Active participants
289
Accounts w/ balance
326
Plan assets (EOY)
$24.3M
Net assets (EOY)
$24.3M
Plan health score (directional)
93
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
92
Concentration risk
75
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- Filed 2.0 months past the 10.5-month grace window.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- Below-peer total fees (1 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for AZURE SUMMIT TECHNOLOGY, INC..
Plan sponsor
Name
AZURE SUMMIT TECHNOLOGY, INC.
EIN
26-0528644
Address
3050 CHAIN BRIDGE ROAD SUITE 600 · FAIRFAX, VA · 22030
Phone
(703) 349-5751
Industry
All Other Professional Services· Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2026-01-15
Pension benefit codes
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
Audit & trust (Schedule H)
Auditor
SC&H ATTEST SERVICES, P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $2K | — |
Investments
The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.
See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.
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