Original filing (PDF)20250408073719NAL0017842353001

SUMMIT EDUCATION INITIATIVE

Name: SUMMIT EDUCATION INITIATIVE — SUMMIT EDUCATION INITIATIVE 403B EMPLOYER PLAN, Form 5500 (2023)
Creator: SUMMIT EDUCATION INITIATIVE

Form 5500-SF

FILING_RECEIVED

SUMMIT EDUCATION INITIATIVE 403B EMPLOYER PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$464K

Net assets (EOY)

$464K

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).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SUMMIT EDUCATION INITIATIVE.

Plan sponsor

Name

SUMMIT EDUCATION INITIATIVE

EIN

34-1843220

Address

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

Phone

(330) 535-8833

Industry