How big is Summit Capital Advisors II's plan?

Summit Capital Advisors II's plan reported $4.1M in assets and 5 participants for 2024.

Original filing (PDF)20251015102137NAL0008717282001

Summit Capital Advisors II

Name: Summit Capital Advisors II — Capital Advisors Wealth, Form 5500 (2024)
Creator: Summit Capital Advisors II
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Capital Advisors Wealth Management 401(k) Retirement Savings Plan

401(k) retirement plan · Summit Capital Advisors II's Capital Advisors Wealth Management 401(k) Retirement Savings Plan held $4.1M in plan assets for 5 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.1M

Net assets (EOY)

$4.1M

Plan identifiers

Summit Capital Advisors II's EIN is 83-0908666.

EIN 83-0908666

Plan number 001

Plan year 2024

ACK ID 20251015102137NAL0008717282001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Summit Capital Advisors II from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Summit Capital Advisors II's plan includes profit-sharing, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

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

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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