How big is Summit Settlement Services LLC's plan?

Summit Settlement Services LLC's plan reported $760K in assets and 72 participants for 2024.

Original filing (PDF)20250710050700NAL0005218657001

Summit Settlement Services LLC

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

Form 5500-SF

FILING_RECEIVED

Summit Settlement Services LLC 401(k) Plan

401(k) retirement plan · Summit Settlement Services LLC's Summit Settlement Services LLC 401(k) Plan held $760K in plan assets for 72 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$760K

Net assets (EOY)

$760K

People on this filing

Shirley Horner signed Summit Settlement Services LLC's 2024 Form 5500 as plan administrator.

Shirley Horner — 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 Settlement Services LLC's EIN is 86-2249789.

EIN 86-2249789

Plan number 001

Plan year 2024

ACK ID 20250710050700NAL0005218657001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Summit Settlement Services 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 SETTLEMENT SERVICES 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