How big is Summit Insurance Advisors' plan?

Summit Insurance Advisors' plan reported $242K in assets and 2 participants for 2024.

Original filing (PDF)20250807061248NAL0003941040001

Summit Insurance Advisors

Name: Summit Insurance Advisors — Summit Insurance, Form 5500 (2024)
Creator: Summit Insurance Advisors
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Summit Insurance Advisors 401(k) Plan

401(k) retirement plan · Summit Insurance Advisors' Summit Insurance Advisors 401(k) Plan held $242K in plan assets for 2 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$242K

Net assets (EOY)

$242K

People on this filing

James Biggar signed Summit Insurance Advisors' 2024 Form 5500 as plan administrator.

James Biggar — 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 Insurance Advisors' EIN is 46-0910453.

EIN 46-0910453

Plan number 001

Plan year 2024

ACK ID 20250807061248NAL0003941040001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Summit Insurance Advisors' 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 INSURANCE ADVISORS.

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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