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Sponsor portfolio

SUMMITGOLD

EIN 37-1350132-farming-Latest filing 2024
Plans
2
Retirement
2
$1.8M assets
Welfare
0
Participants
21
2601 WEST LAKE AVENUE SUITE A-6 314 - PEORIA, IL 61615309-696-7718summitgold.comLinkedIn1-10 employeesfarming
Plans on this EIN
2 filings
#001401k-$977K - 14 part#002CashBalance-$813K - 7 part

Retirement portfolio analytics

2 plans aggregated / $1.8M assets / 21 participants

Assets by plan

Share of aggregate retirement assets

55%top
  • SUMMITGOLD 401K PLAN (#001)55%
  • CASH BALANCE PENSION (#002)45%
Total $1.8MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • SUMMITGOLD 401K PLAN (#001)14
  • CASH BALANCE PENSION (#002)7
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#001

SUMMITGOLD 401K PLAN

401k

Assets$977K
Participants14
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

SUMMITGOLD CASH BALANCE PENSION PLAN

CashBalance

Assets$813K
Participants7
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001SUMMITGOLD 401K PLAN401k$977K142024
002SUMMITGOLD CASH BALANCE PENSION PLANCashBalance$813K72024
Retirement plans
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