How big is Summerhousehouston's plan?

Summerhousehouston's plan reported $61K in assets and 14 participants for 2025.

Original filing (PDF)20260325115416NAL0005250243001

Summerhousehouston

Name: Summerhousehouston — Summerhouse Houston Retirement, Form 5500 (2025)
Creator: Summerhousehouston
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Summerhouse Houston Retirement Plan

401(k) retirement plan · Summerhousehouston's Summerhouse Houston Retirement Plan held $61K in plan assets for 14 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$61K

Net assets (EOY)

$61K

People on this filing

Linda Bates signed Summerhousehouston's 2025 Form 5500 as plan administrator.

Linda Bates — 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

Summerhousehouston's EIN is 82-4401634.

EIN 82-4401634

Plan number 001

Plan year 2025

ACK ID 20260325115416NAL0005250243001

Official Form 5500 document

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

Download the official 2025 Form 5500 (PDF)

Plan features

Summerhousehouston's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SUMMERHOUSEHOUSTON.

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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