Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
SUMMIT INVESTMENT ADVISORS, LLC
EIN 20-2691624financial servicesLatest filing 2025
Plans
2
Retirement
2
$6.6M assets
Welfare
0
Participants
19
3065 CENTRE POINTE DRIVE, SUITE 2 - ROSEVILLE, MN 55113651-490-2939summitinvest.comLinkedIn11-50 employeesfinancial services
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $6.6M assets / 19 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#001
SUMMIT INVESTMENT ADVISORS, LLC 401(K) AND PROFIT SHARING PLAN
401k
Assets$4.3M
Participants13
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
SUMMIT INVESTMENT ADVISORS, INC. CASH BALANCE PENSION PLAN
CashBalance
Assets$2.3M
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | SUMMIT INVESTMENT ADVISORS, LLC 401(K) AND PROFIT SHARING PLAN | 401k | $4.3M | 13 | 2025 | |
| 002 | SUMMIT INVESTMENT ADVISORS, INC. CASH BALANCE PENSION PLAN | CashBalance | $2.3M | 6 | 2025 |
Retirement plans