Sponsor portfolio
SUMMIT EQUITY INVESTMENTS, INC.
EIN 27-0463739investment managementLatest filing 2025
Plans
1
Retirement
1
$394K assets
Welfare
0
Participants
15
13063 VENTURA BLVD, SUITE 200 - STUDIO CITY, CA 91604310-598-7073summitei.comLinkedIn1-10 employeesinvestment management
Plans on this EIN
1 filingPlan deep-dives
Open the plan detail for the full per-plan analytics: fees vs peers, audit grade, asset trajectory, contribution flow, Schedule C providers, and more.Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | SUMMIT EQUITY INVESTMENTS 401(K) PLAN | 401k | $394K | 15 | 2025 |
Retirement plans