Sponsor portfolio
SUMMIT TRAIL ADVISORS LLC
EIN 47-4455913financial servicesLatest filing 2024
Plans
1
Retirement
1
$16.2M assets
Welfare
0
Participants
127
2 GRAND CENTRAL TOWER, 140 EAST 45, TH STREET, 28TH FLOOR - NEW YORK, NY 10017212-812-7005summittrail.comLinkedIn51-200 employeesfinancial services
Plans on this EIN
1 filingPlan deep-dives
Open the plan detail for the full per-plan analytics: fees vs peers, audit grade, asset trajectory, contribution flow, Schedule C providers, and more.Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | SUMMIT TRAIL ADVISORS 401(K) RETIRMENT PLAN | 401k | $16.2M | 127 | 2024 |
Retirement plans