How big is Summit Tech Partners LLC's plan?

Summit Tech Partners LLC's plan reported $534K in assets and 27 participants for 2024.

Original filing (PDF)20250722061147NAL0004916450001

Summit Tech Partners LLC

Name: Summit Tech Partners LLC — Summit Tech Partners LLC, Form 5500 (2024)
Creator: Summit Tech Partners LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Summit Tech Partners LLC 401(k) Plan

401(k) retirement plan · Summit Tech Partners LLC's Summit Tech Partners LLC 401(k) Plan held $534K in plan assets for 27 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$534K

Net assets (EOY)

$534K

People on this filing

LISA Gange signed Summit Tech Partners LLC's 2024 Form 5500 as plan administrator.

LISA Gange — 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 Tech Partners LLC's EIN is 81-2733858.

EIN 81-2733858

Plan number 001

Plan year 2024

ACK ID 20250722061147NAL0004916450001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Summit Tech Partners 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 TECH PARTNERS 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