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SUMMITRY, LLC

EIN 20-2133053-financial services-Latest filing 2025
Plans
1
Retirement
1
$24.3M assets
Welfare
0
Participants
55
919 HILLSDALE BLVD., SUITE 150 - FOSTER CITY, CA 94404650-212-2240summitry.comLinkedIn11-50 employeesfinancial services
Plans on this EIN
1 filing
#001401k-$24.3M - 55 part

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Retirement#001

SUMMITRY 401(K) PLAN & TRUST

401k

Assets$24.3M
Participants55
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001SUMMITRY 401(K) PLAN & TRUST401k$24.3M552025
Retirement plans
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