Sponsor portfolio
THE SUMMIT GROUP OF OREGON, LLC
EIN 93-1271813Finance and InsuranceLatest filing 2025
Plans
1
Retirement
1
$79K assets
Welfare
0
Participants
6
Plans on this EIN
1 filingPlan deep-dives
Open the plan detail for the full per-plan analytics: fees vs peers, audit grade, asset trajectory, contribution flow, Schedule C providers, and more.Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | SGO 401K PLAN | 401k | $79K | 6 | 2025 |
Retirement plans