Original filing (PDF)20250611133040NAL0015816321001

SUMMIT STRATEGY SOLUTIONS LLC

Name: SUMMIT STRATEGY SOLUTIONS LLC — SUMMIT STRATEGY SOLUTIONS LLC 401(K) P/S PLAN, Form 5500 (2024)
Creator: SUMMIT STRATEGY SOLUTIONS LLC

Form 5500-SF

FILING_RECEIVED

SUMMIT STRATEGY SOLUTIONS LLC 401(K) P/S PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$70K

Net assets (EOY)

$70K

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 (96th percentile).

Decision-maker contacts

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

Plan sponsor

Name

SUMMIT STRATEGY SOLUTIONS LLC

EIN

86-2670429all filings

Address

231 JUDSON AVE · DOBBS FERRY, NY · 10522

Phone

(440) 759-3894

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