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SUMMIT RETAIL SOLUTIONS, INC. — SUMMIT RETAIL SOLUTIONS, INC.. 401(K) PLAN & TRUST, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20250715151426NAL0002256241003
SUMMIT RETAIL SOLUTIONS, INC.
Form 5500-SF
FILING_RECEIVED
SUMMIT RETAIL SOLUTIONS, INC.. 401(K) PLAN & TRUST
401(k) retirement plan
Signals · 1
No auditor on file
Active participants
210
Accounts w/ balance
17
Plan assets (EOY)
$505K
Net assets (EOY)
$505K
Plan health score (directional)
72
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
60
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
SUMMIT RETAIL SOLUTIONS, INC.
.
Find decision makers
Plan sponsor
Name
SUMMIT RETAIL SOLUTIONS, INC.
EIN
45-0963189
Address
227 UNION STREET · NEW BEDFORD, MA · 02740
Phone
(603) 770-2993
Industry
Wholesale Trade
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-07-15
Pension benefit codes
2E · Profit-sharing
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
3D · Pre-approved plan (master / prototype / VS)
2F · ERISA section 404(c)
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Service providers (Schedule C)
Small plans don't disclose service providers
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Knocking points off
No independent qualified public accountant (IQPA) named.
Only 8% as many balances as active participants — suggests many active employees aren't deferring.
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
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