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  2. Summit Trail Advisors LLC

Filings through Oct 24, 2026.

Summit Trail Advisors LLC

EIN 47-4455913-financial services-Latest filing 2025
Plans
1
Retirement
1
$19.8M assets
Health & Benefits
0
Participants
118
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 filing
#001401(k)-$19.8M - 118 part

Plan summaries

The plan page shows fees vs peers, audit grade, asset history, contributions and Schedule C providers.

Retirement#001

SUMMIT TRAIL ADVISORS 401(K) RETIRMENT PLAN

401(k)

Assets$19.8M
Participants118
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
This company has one plan on file. Open the plan page to see all of its data.

Retirement plans

1 plan on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001SUMMIT TRAIL ADVISORS 401(K) RETIRMENT PLAN401(k)$19.8M1182025
  • SUMMIT TRAIL ADVISORS 401(K) RETIRMENT PLAN$19.8M
    #001 · 401(k) · 2025118
Retirement plans
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