Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
SUMMIT GROWTH PARTNERS
EIN 81-1107456Finance and InsuranceLatest filing 2025
Plans
2
Retirement
2
$3.0M assets
Welfare
0
Participants
4
2031 FAIRWAY BOULEVARD - HUDSON, OH 44236330-612-5177
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $3.0M assets / 4 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
SUMMIT GROWTH PARTNERS CASH BALANCE PLAN
CashBalance
Assets$2.4M
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001
SUMMIT GROWTH PARTNERS 401(K) & PROFIT SHARING PLAN
401k
Assets$634K
Participants1
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | SUMMIT GROWTH PARTNERS CASH BALANCE PLAN | CashBalance | $2.4M | 3 | 2024 | |
| 001 | SUMMIT GROWTH PARTNERS 401(K) & PROFIT SHARING PLAN | 401k | $634K | 1 | 2025 |
Retirement plans