Sponsor portfolio
SUMMIT SPECIALTY INSURANCE
EIN 99-0561028Finance and InsuranceLatest filing 2025
Plans
1
Retirement
1
$955K assets
Welfare
0
Participants
10
40 WEST COCHRAN ST, SUITE 201 - SIMI VALLEY, CA 93065661-670-3438
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 | SUMMIT SPECIALTY INSURANCE SOLUTIONS LLC - 401(K) | 401k | $955K | 10 | 2025 |
Retirement plans