How big is Summit Academy OIC's plan?

Summit Academy OIC's plan reported $3.4M in assets and 100 participants for 2024.

Original filing (PDF)20250731103257NAL0002980339001

Summit Academy OIC

Name: Summit Academy OIC — Summit Academy OIC Retirement, Form 5500 (2024)
Creator: Summit Academy OIC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Summit Academy OIC Retirement Savings Plan

401(k) retirement plan · Summit Academy OIC's Summit Academy OIC Retirement Savings Plan held $3.4M in plan assets for 100 participants in 2024.

Active participants

100

Accounts w/ balance

Plan assets (EOY)

$3.4M

Net assets (EOY)

$3.4M

People on this filing

MARC Carrier signed Summit Academy OIC's 2024 Form 5500 as plan administrator.

MARC Carrier — 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 Academy OIC's EIN is 41-0908458.

EIN 41-0908458

Plan number 001

Plan year 2024

ACK ID 20250731103257NAL0002980339001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Summit Academy OIC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Summit Academy OIC'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 ACADEMY OIC.

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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 (23rd percentile).

Helping the score