How big is Summit Consulting LLC's plan?

Summit Consulting LLC's plan reported $1.6M in assets and 10 participants for 2025.

Original filing (PDF)20260409220146NAL0016784272008

Summit Consulting LLC

Name: Summit Consulting LLC — Summit Consulting LLC 401(k), Form 5500 (2025)
Creator: Summit Consulting LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Summit Consulting LLC 401(k) Plan

401(k) retirement plan · Summit Consulting LLC's Summit Consulting LLC 401(k) Plan held $1.6M in plan assets for 10 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.6M

Net assets (EOY)

$1.6M

People on this filing

Elantha Barry signed Summit Consulting LLC's 2025 Form 5500 as plan administrator.

Elantha Barry — 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 Consulting LLC's EIN is 80-0954047.

EIN 80-0954047

Plan number 001

Plan year 2025

ACK ID 20260409220146NAL0016784272008

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Summit Consulting LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Summit Consulting LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, 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 CONSULTING LLC.

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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 account-holder ratio — balance-holders per active participant in the top 15% of peers (88th percentile).

Plan sponsor

Name

SUMMIT CONSULTING LLC

EIN

all filings

Address

22 BATTERY STREET · SUITE 700 · SAN FRANCISCO, CA · 94111

Phone

(415) 680-6626

Industry

All Other Professional Services· Professional & Technical Services

Plan administrator