Assets by plan
Share of aggregate retirement assets
Share of aggregate retirement assets
Active + retired + deferred vested
401k
CashBalance
ProfitSharing
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | SUMMIT SALES INC 401(K) PLAN | 401k | $2.6M | 20 | 2025 | |
| 002 | SUMMIT SALES, INC. CASH BALANCE PENSION PLAN AND TRUST | CashBalance | $1.1M | 9 | 2025 | |
| 003 | SUMMIT SALES, INC. PROFIT-SHARING PLAN AND TRUST | ProfitSharing | $325K | 10 | 2025 |