Plan Snapshot
- Plan Sponsor: Summit Portfolio Management
- Sponsor EIN: 880425202
- Sponsor Address: 10091 W PARK RUN DR STE 110, LAS VEGAS, NV, 89145
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 5
- Total Assets: $19,366
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2025 | 5 | $19,366 | $0 | $0 |