How big is Summit Technologies LLC's plan?

Summit Technologies LLC's plan reported $738K in assets and 3 participants for 2024.

Original filing (PDF)20250909133634NAL0034206160001

Summit Technologies LLC

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

Form 5500-SF

FILING_RECEIVED

Summit Technologies LLC 401(k) Plan

401(k) retirement plan · Summit Technologies LLC's Summit Technologies LLC 401(k) Plan held $738K in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$738K

Net assets (EOY)

$738K

People on this filing

Wendell Lockhart signed Summit Technologies LLC's 2024 Form 5500 as plan administrator.

Wendell Lockhart — 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 Technologies LLC's EIN is 26-3809612.

EIN 26-3809612

Plan number 001

Plan year 2024

ACK ID 20250909133634NAL0034206160001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Summit Technologies LLC's plan includes automatic enrollment, profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, 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 TECHNOLOGIES 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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (99th percentile).

Plan sponsor

Name

SUMMIT TECHNOLOGIES LLC

EIN

all filings

Address

25154 GREAT BERKHAMSTED DRIVE · ALDIE, VA · 20105

Phone

(703) 677-4554

Industry

Professional & Technical Services

Plan administrator