Original filing (PDF)20250925102536NAL0010353811001

SUMMIT COMPANIES HOLDINGS, INC.

Name: SUMMIT COMPANIES HOLDINGS, INC. — SUMMIT COMPANIES HOLDINGS, INC. EMPLOYEE STOCK OWNERSHIP PLAN, Form 5500 (2024)
Creator: SUMMIT COMPANIES HOLDINGS, INC.

Form 5500

FILING_RECEIVED

SUMMIT COMPANIES HOLDINGS, INC. EMPLOYEE STOCK OWNERSHIP PLAN

Defined-contribution retirement plan

Signals · 4

100% in single holding100% employer stockHigh average account balanceNo recordkeeper disclosed

Active participants

314

Accounts w/ balance

387

Plan assets (EOY)

$753.9M

Net assets (EOY)

$381.8M

How this plan invests

This plan

1 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

/ 100

Grade A

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.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SUMMIT COMPANIES HOLDINGS, INC..

Plan sponsor

Name

SUMMIT COMPANIES HOLDINGS, INC.

EIN

87-3001353

Address