How big is Summit House Capital Management, LLC's plan?

Summit House Capital Management, LLC's plan reported $208K in assets and 7 participants for 2024.

Original filing (PDF)20250718150025NAL0002970832001

Summit House Capital Management, LLC

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

Form 5500-SF

FILING_RECEIVED

Summit House Capital Management 401(k) Plan

401(k) retirement plan · Summit House Capital Management, LLC's Summit House Capital Management 401(k) Plan held $208K in plan assets for 7 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$208K

Net assets (EOY)

$208K

People on this filing

Marcus Bowie signed Summit House Capital Management, LLC's 2024 Form 5500 as plan administrator.

Marcus Bowie — 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 House Capital Management, LLC's EIN is 84-3077458.

EIN 84-3077458

Plan number 001

Plan year 2024

ACK ID 20250718150025NAL0002970832001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Summit House Capital Management, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Summit House Capital Management, 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 HOUSE CAPITAL MANAGEMENT, 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