Assets by plan
Share of aggregate retirement assets
- PLAN AND TRUST (#001)$20.3M
Filings through .
2 plans aggregated / $21.2M assets / 139 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.
ESOP
401(k)
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | SUMMIT BODY & EQUIPMENT, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST | ESOP | $20.3M | 66 | 2025 |
| #002 | SUMMIT BODY & EQUIPMENT, INC. RETIREMENT PLAN | 401(k) | $901K | 73 | 2025 |