How big is Summit Management Corporation's plan?

Summit Management Corporation's plan reported $9K in assets and 5 participants for 2024.

Original filing (PDF)20250714143941NAL0000952099001

Summit Management Corporation

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

Form 5500-SF

FILING_RECEIVED

Summit Management Corporation 401(k) Plan

401(k) retirement plan · Summit Management Corporation's Summit Management Corporation 401(k) Plan held $9K in plan assets for 5 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$9K

Net assets (EOY)

$9K

Plan identifiers

Summit Management Corporation's EIN is 63-1034080.

EIN 63-1034080

Plan number 001

Plan year 2024

ACK ID 20250714143941NAL0000952099001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Summit Management Corporation from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Summit Management Corporation's plan includes ERISA 404(c) participant direction, a 401(k) feature, 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 MANAGEMENT CORPORATION.

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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