How big is Summit Strategy LLC's plan?

Summit Strategy LLC's plan reported $120K in assets and 3 participants for 2024.

Original filing (PDF)20250926173701NAL0008784545001

Summit Strategy LLC

Name: Summit Strategy LLC — Summit Strategy 401(k) Plan, Form 5500 (2024)
Creator: Summit Strategy LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Summit Strategy 401(k) Plan

401(k) retirement plan · Summit Strategy LLC's Summit Strategy 401(k) Plan held $120K in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$120K

Net assets (EOY)

$120K

People on this filing

Krystn Macomber signed Summit Strategy LLC's 2024 Form 5500 as plan administrator.

Krystn Macomber — 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 Strategy LLC's EIN is 86-3027045.

EIN 86-3027045

Plan number 001

Plan year 2024

ACK ID 20250926173701NAL0008784545001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Summit Strategy LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), automatic enrollment.

Decision-maker contacts

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