Assets by plan
Share of aggregate retirement assets
Filings through .
3 plans aggregated / $4.1M assets / 39 participants
Share of aggregate retirement assets
Active + retired + deferred vested
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
401(k)
Cash balance
Profit-sharing
3 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | SUMMIT SALES INC 401(K) PLAN | 401(k) | $2.6M | 20 | 2025 |
| #002 | SUMMIT SALES, INC. CASH BALANCE PENSION PLAN AND TRUST | Cash balance | $1.1M | 9 | 2025 |
| #003 | SUMMIT SALES, INC. PROFIT-SHARING PLAN AND TRUST | Profit-sharing | $325K | 10 | 2025 |