How big is Summit Federal Services, LLC's plan?

Summit Federal Services, LLC's plan reported $1.5M in assets and 38 participants for 2024.

Original filing (PDF)20250818150001NAL0001350417001

Summit Federal Services, LLC

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

Form 5500-SF

FILING_RECEIVED

Summit Federal Services, LLC 401(k) Plan

401(k) retirement plan · Summit Federal Services, LLC's Summit Federal Services, LLC 401(k) Plan held $1.5M in plan assets for 38 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.5M

Net assets (EOY)

$1.5M

People on this filing

Shirley Bailey signed Summit Federal Services, LLC's 2024 Form 5500 as plan administrator.

Shirley Bailey — 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 Federal Services, LLC's EIN is 59-3380685.

EIN 59-3380685

Plan number 001

Plan year 2024

ACK ID 20250818150001NAL0001350417001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Summit Federal Services, 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 FEDERAL SERVICES, LLC.

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Plan health score

Above-average plan

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

Knocking points off