SUMMIT WEALTH & RETIREMENT PARTNERS PROFIT SHARING PLAN
Defined-contribution retirement plan
Active participants
12
Accounts w/ balance
14
Plan assets (EOY)
$169K
Net assets (EOY)
$169K
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
66
Vendor & structure
100
Helping the score
Cost not scored — no comparable Schedule H expense data for this cohort.
Decision-maker contacts
One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SUMMIT WEALTH & RETIREMENT PLANNING, INC. DBA SUMMIT WEALTH & RETIREME.
