How big is Summit Development Group, LLC's plan?

Summit Development Group, LLC's plan reported $43K in assets and 1 participants for 2025.

Original filing (PDF)20260406220246NAL0014566898062

Summit Development Group, LLC

Name: Summit Development Group, LLC — Summit Development, Form 5500 (2025)
Creator: Summit Development Group, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Summit Development Group 401(k) Plan

401(k) retirement plan · Summit Development Group, LLC's Summit Development Group 401(k) Plan held $43K in plan assets for 1 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$43K

Net assets (EOY)

$43K

Plan identifiers

Summit Development Group, LLC's EIN is 46-4073761.

EIN 46-4073761

Plan number 001

Plan year 2025

ACK ID 20260406220246NAL0014566898062

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Summit Development Group, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Summit Development Group, LLC'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 DEVELOPMENT GROUP, LLC.

Finding similar companies…

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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (99th percentile).

Plan sponsor

Name

SUMMIT DEVELOPMENT GROUP, LLC

EIN

all filings

Address

2 CENTERPOINTE DR · LAKE OSWEGO, OR · 97035

Phone

(503) 708-2621

Industry

Construction

Plan administrator