· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
SUMMIT LEADERSHIP PARTNERS, LLC — SUMMIT LEADERSHIP PARTNERS, LLC CASH BALANCE PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250910073754NAL0013312787001
SUMMIT LEADERSHIP PARTNERS, LLC
Form 5500-SF
FILING_RECEIVED
SUMMIT LEADERSHIP PARTNERS, LLC CASH BALANCE PLAN
Defined-benefit pension plan
Active participants
8
Accounts w/ balance
—
Plan assets (EOY)
$1.4M
Net assets (EOY)
$1.4M
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
SUMMIT LEADERSHIP PARTNERS, LLC
.
Find decision makers
Plan sponsor
Name
SUMMIT LEADERSHIP PARTNERS, LLC
EIN
47-2533450
Address
1300 S. MINT STREET · SUITE 400 · CHARLOTTE, NC · 28203
Phone
(704) 806-1524
Industry
Professional & Technical Services
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-10
Pension benefit codes
1C · Cash balance or similar hybrid DB
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Professional & Technical Services plans
BLUE NET, INC.
BLUE NET AWESOME 401(K) PLAN
$1.4M · 16 participants
DAVID LEVIN
DAVID LEVIN CASH BALANCE PLAN
$1.4M · 2 participants
HEALTH & MARKETING WEST
HEALTH & MARKETING WEST 401(K) PLAN
$1.4M · 60 participants
THE SHENTON GROUP, INC.
THE SHENTON GROUP, INC. 401(K) P/S PLAN
$1.4M · 12 participants
ARI TECHNOLOGIES, LLC
ARI TECHNOLOGIES 401(K) PROFIT SHARING PLAN
$1.4M · 14 participants
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
180ONE
180ONE 401(K) PROFIT SHARING PLAN
$1.4M · 6 participants
Large plans in North Carolina
BANK OF AMERICA CORPORATION
THE BANK OF AMERICA 401(K) PLAN
$62.9B · 168,229 participants
HONEYWELL INTERNATIONAL INC EMPLOYEE SERVICES FINANCE MGMNT
HONEYWELL INTERNATIONAL INC. MASTER RETIREMENT TRUST
$17.9B
HONEYWELL INTERNATIONAL INC.
HONEYWELL RETIREMENT EARNINGS PLAN
$16.6B · 9,275 participants
HONEYWELL INTERNATIONAL INC
HONEYWELL 401(K) PLAN
$16.3B · 44,069 participants
HONEYWELL INTERNATIONAL INC
HONEYWELL SAVINGS AND OWNERSHIP PLAN MASTER TRUST
$16.2B
TRUIST FINANCIAL CORPORATION
TRUIST FINANCIAL CORPORATION PENSION PLAN
$14.7B · 33,167 participants
