How big is Summit Real Estate Management LL's plan?

Summit Real Estate Management LL's plan reported $1.1M in assets and 31 participants for 2024.

Original filing (PDF)20251015083340NAL0004352129001

Summit Real Estate Management LL

Name: Summit Real Estate Management LL — Summit Real, Form 5500 (2024)
Creator: Summit Real Estate Management LL
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Summit Real Estate Management, LLC

401(k) retirement plan · Summit Real Estate Management LL's Summit Real Estate Management, LLC held $1.1M in plan assets for 31 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.1M

Net assets (EOY)

$1.1M

People on this filing

Katrina Raetz signed Summit Real Estate Management LL's 2024 Form 5500 as plan administrator.

Katrina Raetz — 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 Real Estate Management LL's EIN is 46-4534086.

EIN 46-4534086

Plan number 001

Plan year 2024

ACK ID 20251015083340NAL0004352129001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Summit Real Estate Management LL'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 REAL ESTATE MANAGEMENT LL.

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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