# Summit Portfolio Management 401(k) Plan
Source: https://planprovider.pro/companies/summit-portfolio-management-880425202-001

> Summit Portfolio Management's 401(k) plan: 5 participants, plan year 2025 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2025.

## 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|

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