· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
SUMMIT ADVISORY GROUP — SHAWN D. DANZIGER 401(K) PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250605093454NAL0011422529001
SUMMIT ADVISORY GROUP
Form 5500-SF
FILING_RECEIVED
SHAWN D. DANZIGER 401(K) PLAN
401(k) retirement plan
Active participants
3
Accounts w/ balance
5
Plan assets (EOY)
$1.1M
Net assets (EOY)
$1.1M
Plan health score (directional)
89
/ 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 ADVISORY GROUP
.
Find decision makers
Plan sponsor
Name
SUMMIT ADVISORY GROUP
EIN
84-4471659
Address
155 CHESTNUT RIDGE ROAD, STE. 100 · MONTVALE, NJ · 07645
Phone
(201) 746-9180
Industry
Finance & Insurance
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-06-05
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2G · Total participant-directed accounts
3D · Pre-approved plan (master / prototype / VS)
3B · Covers self-employed individuals
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Finance & Insurance plans
44 NORTH FINANCIAL PARTNERS, LLC
44 NORTH FINANCIAL PARTNERS, LLC 401(K) PROFIT SHARING PLAN
$1.1M · 3 participants
FORUM PARTNERS INVESTMENT MGMT.
FORUM PARTNERS INVESTMENT 401(K) PROFIT SHARING PLAN & TRUST
$1.1M · 9 participants
AM INVESTMENT STRATEGIES, LLC
AM INVESTMENT STRATEGIES, LLC CASH BALANCE PLAN
$1.1M · 2 participants
FAIRSCALE CAPITAL, LLC
FAIRSCALE CAPITAL 401(K) PLAN
$1.1M · 3 participants
GAINLINE CAPITAL PARTNERS LP
GAINLINE CAPITAL PARTNERS LP CASH BALANCE PLAN
100
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.
$1.1M · 5 participants
BASIC SET BUILDERS, LLC
BASIC SET BUILDERS, LLC CASH BALANCE PLAN
$1.1M · 7 participants
Large plans in New Jersey
JPMORGAN CHASE BANK, NATIONAL ASSOCIATION
JPMORGAN CHASE 401(K) SAVINGS PLAN
$52.9B · 185,310 participants
VERIZON COMMUNICATIONS INC.
VERIZON MASTER SAVINGS TRUST
$41.1B
PGIM, INC.
PGIM FIXED INCOME GLOBAL LIQUIDITY RELATIVE VALUE MASTER FUND, LTD.
$38.4B
VERIZON COMMUNICATIONS INC.
VERIZON SAVINGS PLAN FOR MANAGEMENT EMPLOYEES
$29.4B · 63,563 participants
JOHNSON AND JOHNSON
JOHNSON AND JOHNSON SAVINGS PLAN TRUST
$24.2B
JOHNSON AND JOHNSON
JOHNSON AND JOHNSON SAVINGS PLAN
$23.6B · 44,280 participants
