How big is Summit PREP's plan?

Summit PREP's plan reported $1.0M in assets and 33 participants for 2024.

Original filing (PDF)20250411220938NAL0045626402065

Summit PREP

Name: Summit PREP — Summit PREP 401(k) Plan, Form 5500 (2024)
Creator: Summit PREP
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Summit PREP 401(k) Plan

401(k) retirement plan · Summit PREP's Summit PREP 401(k) Plan held $1.0M in plan assets for 33 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.0M

Net assets (EOY)

$1.0M

People on this filing

QIAN LIU signed Summit PREP's 2024 Form 5500 as plan administrator.

QIAN LIU — 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 PREP's EIN is 46-2852378.

EIN 46-2852378

Plan number 001

Plan year 2024

ACK ID 20250411220938NAL0045626402065

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Summit PREP's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, 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 PREP.

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Plan health score

Above-average plan

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

Cost not scored — no comparable Schedule H expense data for this cohort.

Plan sponsor

Name

SUMMIT PREP

EIN

all filings

Address

617 SHERMAN AVE · ROSELLE PARK, NJ · 07204

Phone

(201) 455-1233

Industry

Educational Services

Plan administrator

Name

GUIDELINE RK, LLC

EIN

30-1418950

City

BURLINGAME, CA

Phone

(888) 228-3491

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-04-11

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

3B · Covers self-employed individuals

Service providers (Schedule C)

Small plans don't disclose service providers

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