How big is Summit Partners' plan?

Summit Partners' plan reported $2.8M in assets and 23 participants for 2024.

Original filing (PDF)20250724075014NAL0006581232001

Summit Partners

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

Form 5500-SF

FILING_RECEIVED

Summit Partners

401(k) retirement plan · Summit Partners held $2.8M in plan assets for 23 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.8M

Net assets (EOY)

$2.8M

People on this filing

Michelle Fautsch signed Summit Partners' 2024 Form 5500 as plan administrator.

Michelle Fautsch — 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 Partners' EIN is 26-2320588.

EIN 26-2320588

Plan number 001

Plan year 2024

ACK ID 20250724075014NAL0006581232001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Summit Partners' 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 PARTNERS.

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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.

Plan sponsor

Name

SUMMIT PARTNERS

EIN

all filings

Address

3070 E POST ROAD · SUITE 100 · LAS VEGAS, NV · 89120

Phone

(562) 508-6545

Industry

Retail Trade

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

2025-07-24

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3B · Covers self-employed individuals

Service providers (Schedule C)

Small plans don't disclose service providers

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