How big is Summit Consultants' plan?

Summit Consultants' plan reported $1.4M in assets and 29 participants for 2024.

Original filing (PDF)20250829151537NAL0019427024001

Summit Consultants

Name: Summit Consultants — Summit Consultants 401(k) Plan, Form 5500 (2024)
Creator: Summit Consultants
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Summit Consultants 401(k) Plan

401(k) retirement plan · Summit Consultants' Summit Consultants 401(k) Plan held $1.4M in plan assets for 29 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.4M

Net assets (EOY)

$1.4M

People on this filing

Jackie Hall signed Summit Consultants' 2024 Form 5500 as plan administrator.

Jackie Hall — 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

Summit Consultants' EIN is 75-2665500.

EIN 75-2665500

Plan number 001

Plan year 2024

ACK ID 20250829151537NAL0019427024001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Summit Consultants' 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 SUMMIT CONSULTANTS.

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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