Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
THE SUMMERLEE FOUNDATION
EIN 75-2252355museums and institutionsLatest filing 2025
Plans
2
Retirement
2
$5.3M assets
Welfare
0
Participants
10
5556 CARUTH HAVEN LANE - DALLAS, TX 75225214-363-9000summerlee.orgLinkedIn11-50 employeesmuseums and institutions
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $5.3M assets / 10 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
THE SUMMERLEE FOUNDATION DEFINED BENEFIT RETIREMENT PLAN
TraditionalDB
Assets$4.6M
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
THE SUMMERLEE FOUNDATION RETIREMENT PLAN
401k
Assets$659K
Participants5
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 | THE SUMMERLEE FOUNDATION DEFINED BENEFIT RETIREMENT PLAN | TraditionalDB | $4.6M | 5 | 2025 | |
| 001 | THE SUMMERLEE FOUNDATION RETIREMENT PLAN | 401k | $659K | 5 | 2025 |
Retirement plans