How big is Summit Education Initiative's plan?

Summit Education Initiative's plan reported $464K in assets and 9 participants for 2023.

Original filing (PDF)20250408073719NAL0017842353001

Summit Education Initiative

Name: Summit Education Initiative — Summit Education, Form 5500 (2023)
Creator: Summit Education Initiative
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Summit Education Initiative 403(b) Employer Plan

401(k) retirement plan · Summit Education Initiative's Summit Education Initiative 403(b) Employer Plan held $464K in plan assets for 9 participants in 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

$464K

Net assets (EOY)

$464K

Plan identifiers

Summit Education Initiative's EIN is 34-1843220.

EIN 34-1843220

Plan number 001

Plan year 2023

ACK ID 20250408073719NAL0017842353001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Summit Education Initiative from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Summit Education Initiative's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a 403(b) annuity, 403(b) custodial accounts, 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 EDUCATION INITIATIVE.

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

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 (93rd percentile).

Plan sponsor

Name

SUMMIT EDUCATION INITIATIVE

EIN

all filings

Address

120 EAST MILL STREET SUITE 330 · AKRON, OH · 443081745

Phone

(330) 535-8833

Industry

Educational Services

Plan administrator