How big is SUM Theory Inc.'s plan?

SUM Theory Inc.'s plan reported $344K in assets and 27 participants for 2025.

Original filing (PDF)20260430221148NAL0000481537032

SUM Theory Inc.

Name: SUM Theory Inc. — SUM Theory 401(k) Plan, Form 5500 (2025)
Creator: SUM Theory Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

SUM Theory 401(k) Plan

401(k) retirement plan · SUM Theory Inc.'s SUM Theory 401(k) Plan held $344K in plan assets for 27 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$344K

Net assets (EOY)

$344K

Plan identifiers

SUM Theory Inc.'s EIN is 75-2676592.

EIN 75-2676592

Plan number 001

Plan year 2025

ACK ID 20260430221148NAL0000481537032

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for SUM Theory Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

SUM Theory Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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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