How big is Summit Ridge Group, LLC's plan?

Summit Ridge Group, LLC's plan reported $1.5M in assets and 3 participants for 2024.

Original filing (PDF)20251007121154NAL0002448467001

Summit Ridge Group, LLC

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

Form 5500-SF

FILING_RECEIVED

Summit Ridge Group, LLC Cash Balance Plan

Defined-benefit pension plan · Summit Ridge Group, LLC's Summit Ridge Group, LLC Cash Balance Plan held $1.5M in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$1.5M

Net assets (EOY)

$1.5M

People on this filing

Armand Musey signed Summit Ridge Group, LLC's 2024 Form 5500 as plan administrator.

Armand Musey — 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 Ridge Group, LLC's EIN is 26-2964665.

EIN 26-2964665

Plan number 001

Plan year 2024

ACK ID 20251007121154NAL0002448467001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Summit Ridge Group, LLC's plan includes a cash-balance formula.

Decision-maker contacts

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

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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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score