· 2022–2024 · DOL EFAST2

Summit Funding Advisors LLC — Summit Funding, Form 5500 (2024)

Original filing (PDF)20250718150025NAL0002970800001

Summit Funding Advisors LLC

Form 5500-SF

FILING_RECEIVED

Summit Funding Advisors LLC 401(k) Plan

401(k) retirement plan · Summit Funding Advisors LLC's Summit Funding Advisors LLC 401(k) Plan held $271K in plan assets for 8 participants in 2024.

Active participants

8

Accounts w/ balance

8

Plan assets (EOY)

$271K

Net assets (EOY)

$271K

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

74

Vendor & structure

100

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 FUNDING ADVISORS LLC.

Plan sponsor

Name

SUMMIT FUNDING ADVISORS LLC

EIN

45-5505202all filings

Address

2451 CUMBERLAND PKWY SE · SUITE 3552 · ATLANTA, GA · 30339

Phone

(404) 835-6500

Industry

Finance & Insurance

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

2025-07-18

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

Small plans don't disclose service providers

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