How big is Summit Global Investments, LLC's plan?

Summit Global Investments, LLC's plan reported $1.9M in assets and 31 participants for 2024.

Original filing (PDF)20250430135428NAL0001206067001

Summit Global Investments, LLC

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

Form 5500-SF

FILING_RECEIVED

Summit Global Investments 401(k) Plan

401(k) retirement plan · Summit Global Investments, LLC's Summit Global Investments 401(k) Plan held $1.9M in plan assets for 31 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.9M

Net assets (EOY)

$1.9M

People on this filing

Eric Callister signed Summit Global Investments, LLC's 2024 Form 5500 as plan administrator.

Eric Callister — 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 Global Investments, LLC's EIN is 27-3616371.

EIN 27-3616371

Plan number 001

Plan year 2024

ACK ID 20250430135428NAL0001206067001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Summit Global Investments, LLC's plan includes profit-sharing, a 401(k) feature, a self-directed brokerage window, 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 GLOBAL INVESTMENTS, 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

Helping the score