How big is Summit Review Services LLC's plan?

Summit Review Services LLC's plan reported $399K in assets and 12 participants for 2024.

Original filing (PDF)20250811090555NAL0020315138001

Summit Review Services LLC

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

Form 5500-SF

FILING_RECEIVED

Summit Review Services LLC 401(k) Profit Sharing Plan and Trust

401(k) retirement plan · Summit Review Services LLC's Summit Review Services LLC 401(k) Profit Sharing Plan and Trust held $399K in plan assets for 12 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$399K

Net assets (EOY)

$399K

People on this filing

TARA Evans, for TAG Resources signed Summit Review Services LLC's 2024 Form 5500 as plan administrator.

TARA Evans, for TAG Resources — 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 Review Services LLC's EIN is 81-4553549.

EIN 81-4553549

Plan number 001

Plan year 2024

ACK ID 20250811090555NAL0020315138001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Summit Review Services LLC'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 SUMMIT REVIEW SERVICES 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

Knocking points off