Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
SUMMIT CAPITAL ADVISORS, INC.
EIN 05-0575574Finance and InsuranceLatest filing 2024
Plans
2
Retirement
2
$245K assets
Welfare
0
Participants
4
1716 UNION STREET - SAN FRANCISCO, CA 94123415-987-4220
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $245K assets / 4 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
SUMMIT CAPITAL ADVISORS, INC. CASH BALANCE PLAN
CashBalance
Assets$187K
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
SUMMIT CAPITAL ADVISORS, INC. 401(K) PROFIT SHARING PLAN
401k
Assets$58K
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | SUMMIT CAPITAL ADVISORS, INC. CASH BALANCE PLAN | CashBalance | $187K | 2 | 2024 | |
| 001 | SUMMIT CAPITAL ADVISORS, INC. 401(K) PROFIT SHARING PLAN | 401k | $58K | 2 | 2024 |
Retirement plans