Assets by plan
Share of aggregate retirement assets
74%top
Sponsor portfolio
SUMMIT FRANCHISE MANAGEMENT
EIN 84-3758212Accommodation and Food ServicesLatest filing 2024
Plans
2
Retirement
2
$1.5M assets
Welfare
0
Participants
151
3013 DOUGLAS BLVD, SUITE 130 - ROSEVILLE, CA 95661916-663-0117
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.5M assets / 151 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 FRANCHISE MANAGEMENT 401K PROFIT SHARING PLAN #1
401k
Assets$1.1M
Participants82
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#003
SUMMIT FRANCHISE MANAGEMENT 401K PROFIT SHARING PLAN #2
401k
Assets$392K
Participants69
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 | SUMMIT FRANCHISE MANAGEMENT 401K PROFIT SHARING PLAN #1 | 401k | $1.1M | 82 | 2024 | |
| 003 | SUMMIT FRANCHISE MANAGEMENT 401K PROFIT SHARING PLAN #2 | 401k | $392K | 69 | 2024 |
Retirement plans