How big is Summit Managed Solutions LLC's plan?

Summit Managed Solutions LLC's plan reported $429K in assets and 23 participants for 2024.

Original filing (PDF)20250718150027NAL0002970928001

Summit Managed Solutions LLC

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

Form 5500-SF

FILING_RECEIVED

Summit Managed Solutions 401(k) Plan

401(k) retirement plan · Summit Managed Solutions LLC's Summit Managed Solutions 401(k) Plan held $429K in plan assets for 23 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$429K

Net assets (EOY)

$429K

People on this filing

Marcus Bowie signed Summit Managed Solutions 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 Managed Solutions LLC's EIN is 85-3250194.

EIN 85-3250194

Plan number 001

Plan year 2024

ACK ID 20250718150027NAL0002970928001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Summit Managed Solutions 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 MANAGED SOLUTIONS 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