Defined-contribution retirement plan · Jaime Fullana's Summit Partners FBO Jaime Fullana Retirement Plan held $641K in plan assets for 1 participants in 2024.
Signals · 1
High average account balance
Active participants
1
Accounts w/ balance
1
Plan assets (EOY)
$641K
Net assets (EOY)
$641K
Plan identifiers
Jaime Fullana's EIN is 66-0610855.
EIN 66-0610855
Plan number 005
Plan year 2024
ACK ID 20250728164726NAL0003380544001
Official Form 5500 document
Download the official 2024 Form 5500 (PDF) for Jaime Fullana from the U.S. Department of Labor's EFAST2 system.
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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
88
Vendor & structure
100
Helping the score
Cost not scored — no comparable Schedule H expense data for this cohort.
