Sponsor portfolio
SUMMIT GROUP, LLC
EIN 80-0589384marketing and advertisingLatest filing 2025
Plans
2
Retirement
1
$18.9M assets
Welfare
1
Participants
149
11961 TECH RD - SILVER SPRINGS, MD 20904240-491-5214summitmg.comLinkedIn51-200 employeesmarketing and advertising
Plans on this EIN
2 filingsPlan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
SUMMIT GROUP, LLC 401(K) PLAN
401k
Assets$18.9M
Participants149
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Welfare#505
SUMMIT EMPLOYEE BENEFIT PLAN TRUST
Self Funded
Premiums$0
Covered lives0
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Premium breakdownCarriersBrokersCoverage stats
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Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | SUMMIT GROUP, LLC 401(K) PLAN | 401k | $18.9M | 149 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 505 | SUMMIT EMPLOYEE BENEFIT PLAN TRUST | Self Funded | - | $0 | 0 | 2025 |
Retirement plans
Welfare plans