How big is Summit Utility Services, LLC's plan?

Summit Utility Services, LLC's plan reported $318K in assets and 142 participants for 2023.

Original filing (PDF)20240612172545NAL0052729360001

Summit Utility Services, LLC

Name: Summit Utility Services, LLC — Summit Utility 401(k), Form 5500 (2023)
Creator: Summit Utility Services, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Summit Utility 401(k) Plan and Trust

401(k) retirement plan · Summit Utility Services, LLC's Summit Utility 401(k) Plan and Trust held $318K in plan assets for 142 participants in 2023.

Signals · 1

No auditor on file

Active participants

142

Accounts w/ balance

Plan assets (EOY)

$318K

Net assets (EOY)

$318K

Plan identifiers

Summit Utility Services, LLC's EIN is 38-3844264.

EIN 38-3844264

Plan number 001

Plan year 2023

ACK ID 20240612172545NAL0052729360001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Summit Utility Services, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Summit Utility Services, LLC'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 UTILITY SERVICES, LLC.

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Plan health score

Average plan with room to improve

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 independent qualified public accountant (IQPA) named.
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (7th percentile).

Helping the score