Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
SUMMIT SITEWORKS, LLC
EIN 47-0967899ConstructionLatest filing 2025
Plans
2
Retirement
2
$898K assets
Welfare
0
Participants
40
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $898K assets / 40 participantsParticipants by plan
Active + retired + deferred vested
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 SITEWORKS, LLC CASH BALANCE PLAN
CashBalance
Assets$507K
Participants21
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
SUMMIT SITEWORKS, LLC 401(K) PROFIT SHARING PLAN
401k
Assets$392K
Participants19
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | SUMMIT SITEWORKS, LLC CASH BALANCE PLAN | CashBalance | $507K | 21 | 2024 | |
| 001 | SUMMIT SITEWORKS, LLC 401(K) PROFIT SHARING PLAN | 401k | $392K | 19 | 2025 |
Retirement plans