How big is The Summit Group Holdings, LLC's plan?

The Summit Group Holdings, LLC's plan reported $2.0M in assets and 2 participants for 2023.

Original filing (PDF)20240925042900NAL0005219235001

The Summit Group Holdings, LLC

Name: The Summit Group Holdings, LLC — The Summit Group, Form 5500 (2023)
Creator: The Summit Group Holdings, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

The Summit Group Holdings, LLC 401(k) Profit Sharing Plan

401(k) retirement plan · The Summit Group Holdings, LLC's The Summit Group Holdings, LLC 401(k) Profit Sharing Plan held $2.0M in plan assets for 2 participants in 2023.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.0M

Net assets (EOY)

$2.0M

Plan identifiers

The Summit Group Holdings, LLC's EIN is 26-3609163.

EIN 26-3609163

Plan number 001

Plan year 2023

ACK ID 20240925042900NAL0005219235001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for The Summit Group Holdings, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

The Summit Group Holdings, LLC's plan includes profit-sharing, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for THE SUMMIT GROUP HOLDINGS, 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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score