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SUMMIT GLOBAL INVESTMENTS, LLC

EIN 27-3616371-financial services-Latest filing 2025
Plans
1
Retirement
1
$2.5M assets
Welfare
0
Participants
43
620 SOUTH MAIN STREET - BOUNTIFUL, UT 84010801-509-4476sgiam.comLinkedIn11-50 employeesfinancial services
Plans on this EIN
1 filing
#001401k-$2.5M - 43 part

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Retirement#001

SUMMIT GLOBAL INVESTMENTS 401(K) PLAN

401k

Assets$2.5M
Participants43
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001SUMMIT GLOBAL INVESTMENTS 401(K) PLAN401k$2.5M432025
Retirement plans
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