How big is Summit Pension Consultants, Ltd.'s plan?

Summit Pension Consultants, Ltd.'s plan reported $1.1M in assets and 1 participants for 2025.

Original filing (PDF)20260407133624NAL0009172096001

Summit Pension Consultants, Ltd.

Name: Summit Pension Consultants, Ltd. — Summit Pension, Form 5500 (2025)
Creator: Summit Pension Consultants, Ltd.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Summit Pension Consultants, Ltd. 401(k) Plan

401(k) retirement plan · Summit Pension Consultants, Ltd.'s Summit Pension Consultants, Ltd. 401(k) Plan held $1.1M in plan assets for 1 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.1M

Net assets (EOY)

$1.1M

People on this filing

Diane Swanson signed Summit Pension Consultants, Ltd.'s 2025 Form 5500 as plan administrator.

Diane Swanson — 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 Pension Consultants, Ltd.'s EIN is 86-0937294.

EIN 86-0937294

Plan number 001

Plan year 2025

ACK ID 20260407133624NAL0009172096001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Summit Pension Consultants, Ltd. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Summit Pension Consultants, Ltd.'s plan includes profit-sharing, a 401(k) feature.

Decision-maker contacts

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

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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 average account balance (91st percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (95th percentile).

Plan sponsor

Name

SUMMIT PENSION CONSULTANTS, LTD.

EIN

all filings

Address

2733 N POWER ROAD · SUITE 102 PMB 602 · MESA, AZ · 85215

Phone

(602) 532-0939

Industry

All Other Professional Services· Professional & Technical Services

Plan administrator