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  2. SUMMIT CHICAGO, LLC
Sponsor portfolio

SUMMIT CHICAGO, LLC

EIN 36-4178969-hospitality-Latest filing 2024
Plans
2
Retirement
2
$8.5M assets
Welfare
0
Participants
21
205 NORTH MICHIGAN AVENUE, 10TH FLR - CHICAGO, IL 60601312-938-2000htsc.coLinkedIn11-50 employeeshospitality
Plans on this EIN
2 filings
#002CashBalance-$4.6M - 11 part#001401k-$4.0M - 10 part

Retirement portfolio analytics

2 plans aggregated / $8.5M assets / 21 participants

Assets by plan

Share of aggregate retirement assets

54%top
  • PLAN & TRUST (#002)54%
  • PLAN & TRUST (#001)46%
Total $8.5MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PLAN & TRUST (#002)11
  • PLAN & TRUST (#001)10
Total 21Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

SUMMIT CHICAGO, LLC CASH BALANCE PENSION PLAN & TRUST

CashBalance

Assets$4.6M
Participants11
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001

SUMMIT CHICAGO, LLC 401(K) PROFIT SHARING PLAN & TRUST

401k

Assets$4.0M
Participants10
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002SUMMIT CHICAGO, LLC CASH BALANCE PENSION PLAN & TRUSTCashBalance$4.6M112024
001SUMMIT CHICAGO, LLC 401(K) PROFIT SHARING PLAN & TRUST401k$4.0M102024
Retirement plans
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