Filings through .
Summit Funding Advisors LLC
EIN 45-5505202financial servicesLatest filing 2025
Plans
2
Retirement
1
$351K assets
Health & Benefits
1
Participants
8
2451 CUMBERLAND PKWY SE, SUITE 3552 - ATLANTA, GA 30339404-835-6500summitfundingadvisors.comLinkedIn11-50 employeesfinancial services
Plans on this EIN
2 filingsHealth & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#001
SUMMIT FUNDING ADVISORS LLC 401(K) PLAN
401(k)
Assets$351K
Participants8
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501
SUMMIT FUNDING ADVISORS LLC EMPLOYEE GROUP HEALTH PLAN
Self-funded
Premiums$0
Covered lives0
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
1 plan on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | SUMMIT FUNDING ADVISORS LLC 401(K) PLAN | 401(k) | $351K | 8 | 2025 |
- #001 · 401(k) · 20258
Health & Benefits plans
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #501 | SUMMIT FUNDING ADVISORS LLC EMPLOYEE GROUP HEALTH PLAN | Self-funded | - | $0 | 0 | 2025 |
- #501 · Self-funded · 20250
Retirement plans
Health & Benefits plans