How big is Summit Social Management LLC's plan?

Summit Social Management LLC's plan reported $5K in assets and 5 participants for 2024.

Original filing (PDF)20250424220742NAL0017908594097

Summit Social Management LLC

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

Form 5500-SF

FILING_RECEIVED

Summit Social Management LLC 401(k) Plan

401(k) retirement plan · Summit Social Management LLC's Summit Social Management LLC 401(k) Plan held $5K in plan assets for 5 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$5K

Net assets (EOY)

$5K

People on this filing

QIAN LIU signed Summit Social Management LLC's 2024 Form 5500 as plan administrator.

QIAN LIU — 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 Social Management LLC's EIN is 85-0999943.

EIN 85-0999943

Plan number 001

Plan year 2024

ACK ID 20250424220742NAL0017908594097

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Summit Social 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 SOCIAL 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

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 (85th percentile).

Plan sponsor

Name

SUMMIT SOCIAL MANAGEMENT LLC

EIN

all filings

Address

508 5TH ST · MARATHON, WI · 54448

Phone

(715) 470-3224

Industry

Professional & Technical Services

Plan administrator