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  2. Sum Investments, Inc.

Filings through Sep 24, 2026.

Sponsor portfolio

Sum Investments, Inc.

EIN 26-0518359-Finance and Insurance-Latest filing 2025
Plans
1
Retirement
1
$1.0M assets
Welfare
0
Participants
3
P.O. BOX 712216 - SAN DIEGO, CA 92171
Plans on this EIN
1 filing
#002401(k)-$1.0M - 3 part

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Retirement#002

SUM INVESTMENTS, INC. 401(K) PROFIT SHARING PLAN & TRUST

401(k)

Assets$1.0M
Participants3
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002SUM INVESTMENTS, INC. 401(K) PROFIT SHARING PLAN & TRUST401(k)$1.0M32025
Retirement plans
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