Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
LESTER R. SUMMERS, INC.
EIN 23-1413983transportation/trucking/railroadLatest filing 2025
Plans
2
Retirement
2
$15.7M assets
Welfare
0
Participants
152
40 GARDEN SPOT ROAD, SUITE 100 - EPHRATA, PA 175229803717-733-6556summerstrucking.comLinkedIn51-200 employeestransportation/trucking/railroad
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $15.7M assets / 152 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
LESTER R. SUMMERS, INC. 401K PROFIT SHARING PLAN
401k
Assets$13.9M
Participants88
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
LESTER R. SUMMERS, INC. EMPLOYEE STOCK OWNERSHIP PLAN
ESOP
Assets$1.8M
Participants64
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 | LESTER R. SUMMERS, INC. 401K PROFIT SHARING PLAN | 401k | $13.9M | 88 | 2025 | |
| 003 | LESTER R. SUMMERS, INC. EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $1.8M | 64 | 2025 |
Retirement plans