How big is Summer Street Advisors, LLC's plan?

Summer Street Advisors, LLC's plan reported $763K in assets and 7 participants for 2024.

Original filing (PDF)20251007165859NAL0004884929001

Summer Street Advisors, LLC

Name: Summer Street Advisors, LLC — SSA 401(k) Retirement, Form 5500 (2024)
Creator: Summer Street Advisors, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

SSA 401(k) Retirement Plan

401(k) retirement plan · Summer Street Advisors, LLC's SSA 401(k) Retirement Plan held $763K in plan assets for 7 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$763K

Net assets (EOY)

$763K

Plan identifiers

Summer Street Advisors, LLC's EIN is 27-1648048.

EIN 27-1648048

Plan number 001

Plan year 2024

ACK ID 20251007165859NAL0004884929001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Summer Street Advisors, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Summer Street Advisors, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

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

Finding similar companies…

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