How big is Summit Advisory Group's plan?

Summit Advisory Group's plan reported $1.1M in assets and 3 participants for 2024.

Original filing (PDF)20250605093454NAL0011422529001

Summit Advisory Group

Name: Summit Advisory Group — Shawn D. Danziger 401(k), Form 5500 (2024)
Creator: Summit Advisory Group
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Shawn D. Danziger 401(k) Plan

401(k) retirement plan · Summit Advisory Group's Shawn D. Danziger 401(k) Plan held $1.1M in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.1M

Net assets (EOY)

$1.1M

Plan identifiers

Summit Advisory Group's EIN is 84-4471659.

EIN 84-4471659

Plan number 001

Plan year 2024

ACK ID 20250605093454NAL0011422529001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Summit Advisory Group's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction.

Decision-maker contacts

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

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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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (88th percentile).

Plan sponsor

Name

SUMMIT ADVISORY GROUP

EIN

all filings

Address

155 CHESTNUT RIDGE ROAD, STE. 100 · MONTVALE, NJ · 07645

Phone

(201) 746-9180

Industry

Finance & Insurance

Plan administrator