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

Summit Energy Group, LLC's plan reported $3.6M in assets and 170 participants for 2025.

Original filing (PDF)20260408090538NAL0012965922001

Summit Energy Group, LLC

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

Form 5500-SF

FILING_RECEIVED

Summit Energy Group 401(k) Plan

401(k) retirement plan · Summit Energy Group, LLC's Summit Energy Group 401(k) Plan held $3.6M in plan assets for 170 participants in 2025.

Signals · 1

No auditor on file

Active participants

170

Accounts w/ balance

Plan assets (EOY)

$3.6M

Net assets (EOY)

$3.6M

People on this filing

Whitney Jagelski signed Summit Energy Group, LLC's 2025 Form 5500 as plan administrator.

Whitney Jagelski — 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 Energy Group, LLC's EIN is 47-4040017.

EIN 47-4040017

Plan number 001

Plan year 2025

ACK ID 20260408090538NAL0012965922001

Official Form 5500 document

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

Download the official 2025 Form 5500 (PDF)

Plan features

Summit Energy Group, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, 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 ENERGY GROUP, LLC.

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Plan health score

Average plan with room to improve

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

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

No independent qualified public accountant (IQPA) named.
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (5th percentile).

Helping the score