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SUMMIT FRANCHISE MANAGEMENT — SUMMIT FRANCHISE MANAGEMENT 401K PROFIT SHARING PLAN #2, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20251014102129NAL0003612144001
SUMMIT FRANCHISE MANAGEMENT
Form 5500-SF
FILING_RECEIVED
SUMMIT FRANCHISE MANAGEMENT 401K PROFIT SHARING PLAN #2
401(k) retirement plan
Active participants
56
Accounts w/ balance
36
Plan assets (EOY)
$392K
Net assets (EOY)
$392K
Plan health score (directional)
86
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
SUMMIT FRANCHISE MANAGEMENT
.
Find decision makers
Plan sponsor
Name
SUMMIT FRANCHISE MANAGEMENT
EIN
84-3758212
Address
3013 DOUGLAS BLVD · SUITE 130 · ROSEVILLE, CA · 95661
Phone
(916) 663-0117
Industry
Accommodation & Food Services
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
003
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-14
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Accommodation & Food Services plans
HHH LEGACY
TPC QUALIFIED PLANS LLC RETIREMENT SAVINGS PLAN
$392K · 63 participants
TRI-ARCH 8, INC.
TRI-ARCH 8, INC. 401(K) PLAN
$391K · 716 participants
SUBMARINA FRANCHISE OF CALIFORNI
SUBMARINA FRANCHISE OF CALIFORNIA LLC 401 K PLAN
$392K · 99 participants
JCZ RESTAURANT GROUP INC.
JCZ RESTAURANT GROUP RETIREMENT PLAN
$392K · 60 participants
TTDJ, LLC
TTDJ, LLC 401(K) PLAN
$390K · 8 participants
80
Knocking points off
64% balance-to-active ratio — below typical for a healthy 401(k).
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
CKM RESTAURANT GROUP, INC.
CKM RESTAURANT GROUP, INC. RETIREMENT PLAN
$390K · 125 participants
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$125.0B
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BLACKROCK MSCI ACWI EX-US IMI INDEX FUND E
$88.3B
