401(k) retirement plan · Summit Investment Management LLC's Summit Investment Management LLC 401(k) Plan held $10.5M in plan assets for 30 participants in 2025.
Active participants
30
Accounts w/ balance
30
Plan assets (EOY)
$10.5M
Net assets (EOY)
$10.5M
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
53
Vendor & structure
100
Knocking points off
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (17th percentile).
Helping the score
Cost not scored — no comparable Schedule H expense data for this cohort.
Decision-maker contacts
One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SUMMIT INVESTMENT MANAGEMENT LLC.
