Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
SUMMIT CREEK ADVISORS, LLC
EIN 20-2208898investment managementLatest filing 2025
Plans
2
Retirement
2
$9.9M assets
Welfare
0
Participants
16
120 SOUTH SIXTH STREET, SUITE 2200 - MINNEAPOLIS, MN 55402612-746-8988summitcreekadvisors.comLinkedIn1-10 employeesinvestment management
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $9.9M assets / 16 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 CREEK ADVISORS CASH BALANCE PLAN
CashBalance
Assets$5.2M
Participants8
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
SUMMIT CREEK ADVISORS 401(K) PLAN
401k
Assets$4.7M
Participants8
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 CREEK ADVISORS CASH BALANCE PLAN | CashBalance | $5.2M | 8 | 2025 | |
| 001 | SUMMIT CREEK ADVISORS 401(K) PLAN | 401k | $4.7M | 8 | 2025 |
Retirement plans