Original filing (PDF)20260122095840NAL0006431906001

THE SUMMERLEE FOUNDATION

Name: THE SUMMERLEE FOUNDATION — THE SUMMERLEE FOUNDATION RETIREMENT PLAN, Form 5500 (2024)
Creator: THE SUMMERLEE FOUNDATION

Form 5500-SF

FILING_RECEIVED

THE SUMMERLEE FOUNDATION RETIREMENT PLAN

401(k) retirement plan

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$659K

Net assets (EOY)

$659K

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 average account balance (92nd percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (92nd percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for THE SUMMERLEE FOUNDATION.

Plan sponsor

Name

THE SUMMERLEE FOUNDATION

EIN

75-2252355

Address

5556 CARUTH HAVEN LANE · DALLAS, TX · 75225

Phone

(214) 363-9000

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