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

Summit Leadership Partners, LLC's plan reported $2.6M in assets and 21 participants for 2024.

Original filing (PDF)20250910074103NAL0034775632001

Summit Leadership Partners, LLC

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

Form 5500-SF

FILING_RECEIVED

Summit Leadership Partners, LLC 401(k) Profit Sharing Plan

401(k) retirement plan · Summit Leadership Partners, LLC's Summit Leadership Partners, LLC 401(k) Profit Sharing Plan held $2.6M in plan assets for 21 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.6M

Net assets (EOY)

$2.6M

Plan identifiers

Summit Leadership Partners, LLC's EIN is 47-2533450.

EIN 47-2533450

Plan number 001

Plan year 2024

ACK ID 20250910074103NAL0034775632001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Summit Leadership Partners, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, 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 LEADERSHIP 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

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 (86th percentile).

Plan sponsor

Name

SUMMIT LEADERSHIP PARTNERS, LLC

EIN

all filings

Address

1300 S. MINT STREET · SUITE 400 · CHARLOTTE, NC · 28203

Phone

(704) 806-1524

Industry

Professional & Technical Services

Plan administrator