Assets by plan
Share of aggregate retirement assets
52%top
Sponsor portfolio
SUMMIT RIDGE GROUP, LLC
EIN 26-2964665financial servicesLatest filing 2024
Plans
2
Retirement
2
$2.9M assets
Welfare
0
Participants
23
425 EAST 86TH STREET, APT. PH-A - NEW YORK, NY 10018212-433-4800summitridgegroup.comLinkedIn11-50 employeesfinancial services
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $2.9M assets / 23 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 RIDGE GROUP, LLC CASH BALANCE PLAN
CashBalance
Assets$1.5M
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002
SUMMIT RIDGE GROUP LLC 401(K) PROFIT SHARING PLAN & TRUST
401k
Assets$1.4M
Participants19
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | SUMMIT RIDGE GROUP, LLC CASH BALANCE PLAN | CashBalance | $1.5M | 4 | 2024 | |
| 002 | SUMMIT RIDGE GROUP LLC 401(K) PROFIT SHARING PLAN & TRUST | 401k | $1.4M | 19 | 2024 |
Retirement plans