Assets by plan
Share of aggregate retirement assets
56%top
Sponsor portfolio
SPP MANAGEMENT SERVICES, LLC
EIN 20-5269477investment bankingLatest filing 2024
Plans
2
Retirement
2
$10.5M assets
Welfare
0
Participants
52
300 SOUTH TYRON STREET, SUITE 1210 - CHARLOTTE, NC 28202704-654-3400LinkedIn1-10 employeesinvestment banking
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $10.5M assets / 52 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 PARK VIP PLAN
TraditionalDB
Assets$5.9M
Participants25
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001
SUMMIT PARK 401(K) PROFIT SHARING PLAN
401k
Assets$4.6M
Participants27
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | SUMMIT PARK VIP PLAN | TraditionalDB | $5.9M | 25 | 2024 | |
| 001 | SUMMIT PARK 401(K) PROFIT SHARING PLAN | 401k | $4.6M | 27 | 2024 |
Retirement plans