How big is Summit View Wealth Management LLC's plan?

Summit View Wealth Management LLC's plan reported $853K in assets and 6 participants for 2024.

Original filing (PDF)20250908163640NAL0019472433001

Summit View Wealth Management LLC

Name: Summit View Wealth Management LLC — Summit View, Form 5500 (2024)
Creator: Summit View Wealth Management LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Summit View Wealth Management 401(k) Plan

401(k) retirement plan · Summit View Wealth Management LLC's Summit View Wealth Management 401(k) Plan held $853K in plan assets for 6 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$853K

Net assets (EOY)

$853K

People on this filing

Michael Vanderford signed Summit View Wealth Management LLC's 2024 Form 5500 as plan administrator.

Michael Vanderford — 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 View Wealth Management LLC's EIN is 46-1909637.

EIN 46-1909637

Plan number 001

Plan year 2024

ACK ID 20250908163640NAL0019472433001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Summit View Wealth Management LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Summit View Wealth Management LLC's 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 VIEW WEALTH MANAGEMENT LLC.

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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