Original filing (PDF)20260422080917NAL0007600274001

Summit Square Partners, LLC DBA Fresca Keller Wealth

Name: Summit Square Partners, LLC DBA Fresca Keller Wealth — Form 5500 Plan 001 (2025)
Creator: Summit Square Partners, LLC DBA Fresca Keller Wealth
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Fresca Keller Wealth 401(k) Plan

401(k) retirement plan · Summit Square Partners, LLC DBA Fresca Keller Wealth's Fresca Keller Wealth 401(k) Plan held $1.1M in plan assets for 5 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.1M

Net assets (EOY)

$1.1M

Plan identifiers

Summit Square Partners, LLC DBA Fresca Keller Wealth's EIN is 99-3511964.

EIN 99-3511964

Plan number 001

Plan year 2025

ACK ID 20260422080917NAL0007600274001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Summit Square Partners, LLC DBA Fresca Keller Wealth from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Summit Square Partners, LLC DBA Fresca Keller Wealth'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 SQUARE PARTNERS, LLC DBA FRESCA KELLER WEALTH.

Finding similar companies…

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