How big is Summit Retirement Partners, LLC's plan?

Summit Retirement Partners, LLC's plan reported $795K in assets and 5 participants for 2024.

Original filing (PDF)20250709154455NAL0013315122001

Summit Retirement Partners, LLC

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

Form 5500-SF

FILING_RECEIVED

Summit Retirement Partners 401(k) Plan

401(k) retirement plan · Summit Retirement Partners, LLC's Summit Retirement Partners 401(k) Plan held $795K in plan assets for 5 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$795K

Net assets (EOY)

$795K

People on this filing

Ryan Verdery signed Summit Retirement Partners, LLC's 2024 Form 5500 as plan administrator.

Ryan Verdery — 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 Retirement Partners, LLC's EIN is 46-3707036.

EIN 46-3707036

Plan number 001

Plan year 2024

ACK ID 20250709154455NAL0013315122001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Summit Retirement Partners, 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 RETIREMENT PARTNERS, 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

Knocking points off