How big is Summit Holding LLC's plan?

Summit Holding LLC's plan reported $3.3M in assets and 42 participants for 2024.

Original filing (PDF)20251014113404NAL0002653713002

Summit Holding LLC

Name: Summit Holding LLC — Summit Holding Group 401(k), Form 5500 (2024)
Creator: Summit Holding LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Summit Holding Group 401(k) Profit Sharing Plan

401(k) retirement plan · Summit Holding LLC's Summit Holding Group 401(k) Profit Sharing Plan held $3.3M in plan assets for 42 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.3M

Net assets (EOY)

$3.3M

People on this filing

Kaela Lacosta signed Summit Holding LLC's 2024 Form 5500 as plan administrator.

Kaela Lacosta — 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 Holding LLC's EIN is 41-2139776.

EIN 41-2139776

Plan number 001

Plan year 2024

ACK ID 20251014113404NAL0002653713002

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Summit Holding 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 HOLDING LLC.

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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

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off