Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
THE SUMMIT SCHOOL
EIN 11-2167091higher educationLatest filing 2025
Plans
3
Retirement
3
$30.6M assets
Welfare
0
Participants
737
339 NORTH BROADWAY - UPPER NYACK, NY 10960845-358-7772summitqueens.comLinkedIn51-200 employeeshigher education
Plans on this EIN
3 filingsRetirement portfolio analytics
3 plans aggregated / $30.6M assets / 737 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 SCHOOL AT NYACK RETIREMENT PLAN
TraditionalDB
Assets$13.9M
Participants248
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001
SUMMIT SCHOOL RETIREMENT PLAN
TraditionalDB
Assets$12.2M
Participants194
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
SUMMIT SCHOOL 403(B) PLAN
403b
Assets$4.4M
Participants295
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans3
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | SUMMIT SCHOOL AT NYACK RETIREMENT PLAN | TraditionalDB | $13.9M | 248 | 2024 | |
| 001 | SUMMIT SCHOOL RETIREMENT PLAN | TraditionalDB | $12.2M | 194 | 2024 | |
| 003 | SUMMIT SCHOOL 403(B) PLAN | 403b | $4.4M | 295 | 2025 |
Retirement plans