How big is The Summerlee Foundation's plan?

The Summerlee Foundation's plan reported $659K in assets and 3 participants for 2024.

Original filing (PDF)20260122095840NAL0006431906001

The Summerlee Foundation

Name: The Summerlee Foundation — The Summerlee Foundation, Form 5500 (2024)
Creator: The Summerlee Foundation
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

The Summerlee Foundation Retirement Plan

401(k) retirement plan · The Summerlee Foundation's The Summerlee Foundation Retirement Plan held $659K in plan assets for 3 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$659K

Net assets (EOY)

$659K

People on this filing

Gary N Smith signed The Summerlee Foundation's 2024 Form 5500 as plan administrator.

Gary N Smith — 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

The Summerlee Foundation's EIN is 75-2252355.

EIN 75-2252355

Plan number 001

Plan year 2024

ACK ID 20260122095840NAL0006431906001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for The Summerlee Foundation from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

The Summerlee Foundation's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

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

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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

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).

Plan sponsor

Name

THE SUMMERLEE FOUNDATION

EIN

all filings

Address

5556 CARUTH HAVEN LANE · DALLAS, TX · 75225

Phone

(214) 363-9000

Industry

Other Services (ex. Public Admin)

Plan administrator