How big is Summit Management Services Inc.'s plan?

Summit Management Services Inc.'s plan reported $4.1M in assets and 101 participants for 2025.

Original filing (PDF)20260505124743NAL0000714291001

Summit Management Services Inc.

Name: Summit Management Services Inc. — Summit Management, Form 5500 (2025)
Creator: Summit Management Services Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Summit Management Services Inc. 401(k) Profit Sharing Plan and Trust

401(k) retirement plan · Summit Management Services Inc.'s Summit Management Services Inc. 401(k) Profit Sharing Plan and Trust held $4.1M in plan assets for 101 participants in 2025.

Active participants

101

Accounts w/ balance

Plan assets (EOY)

$4.1M

Net assets (EOY)

$4.1M

People on this filing

Brett Porter signed Summit Management Services Inc.'s 2025 Form 5500 as plan administrator.

Brett Porter — 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 Services Inc.'s EIN is 34-1314199.

EIN 34-1314199

Plan number 001

Plan year 2025

ACK ID 20260505124743NAL0000714291001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Summit Management Services Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Summit Management Services Inc.'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 SERVICES INC.

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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

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

No IQPA named; plan is in the 80-120 transition zone.
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (8th percentile).

Helping the score