Original filing (PDF)20250613161940NAL0015793651001

SUMMIT GROUP MANAGEMENT LLC

Name: SUMMIT GROUP MANAGEMENT LLC — SUMMIT GROUP MANAGEMENT LLC 401(K) PROFIT SHARING PLAN & TRUST, Form 5500 (2024)
Creator: SUMMIT GROUP MANAGEMENT LLC

Form 5500-SF

FILING_RECEIVED

SUMMIT GROUP MANAGEMENT LLC 401(K) PROFIT SHARING PLAN & TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$491K

Net assets (EOY)

$491K

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 (100th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SUMMIT GROUP MANAGEMENT LLC.

Plan sponsor

Name

SUMMIT GROUP MANAGEMENT LLC

EIN

59-3636598

Address

3425 BANNERMAN RD # 105-428 · TALLAHASSEE, FL · 323127062

Phone

(850) 445-5840

Industry