How big is The Summit Group Associates, Inc.'s plan?

The Summit Group Associates, Inc.'s plan reported $707K in assets and 4 participants for 2024.

Original filing (PDF)20250714163557NAL0003022690001

The Summit Group Associates, Inc.

Name: The Summit Group Associates, Inc. — The Summit Group, Form 5500 (2024)
Creator: The Summit Group Associates, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

The Summit Group Associates 401(k) Plan

401(k) retirement plan · The Summit Group Associates, Inc.'s The Summit Group Associates 401(k) Plan held $707K in plan assets for 4 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$707K

Net assets (EOY)

$707K

Plan identifiers

The Summit Group Associates, Inc.'s EIN is 41-2243735.

EIN 41-2243735

Plan number 001

Plan year 2024

ACK ID 20250714163557NAL0003022690001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for The Summit Group Associates, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

The Summit Group Associates, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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

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