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

Summit Management Group, LLC's plan reported $283K in assets and 55 participants for 2024.

Original filing (PDF)20250718154901NAL0002030689001

Summit Management Group, LLC

Name: Summit Management Group, LLC — Visiting Angels of RI, Form 5500 (2024)
Creator: Summit Management Group, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Visiting Angels of RI 401(k) Plan

401(k) retirement plan · Summit Management Group, LLC's Visiting Angels of RI 401(k) Plan held $283K in plan assets for 55 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$283K

Net assets (EOY)

$283K

People on this filing

Marcus Bowie signed Summit Management Group, LLC's 2024 Form 5500 as plan administrator.

Marcus Bowie — 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 Management Group, LLC's EIN is 26-3518326.

EIN 26-3518326

Plan number 001

Plan year 2024

ACK ID 20250718154901NAL0002030689001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Summit Management Group, LLC'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 GROUP, LLC.

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Plan health score

Above-average plan

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

Knocking points off