Summit Management Partners 401(k) match, vesting and fees
What Summit Management Partners' 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | The Vanguard Group, Inc. | Schedule C ↗ |
| Independent auditor | Gray, Gray & Gray LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
| Late participant contributions | Reported on the filing | Schedule H ↗ |
How the plan compares
Plan year 2024 medians for 1,379 defined-contribution plans in real estate and rental and leasing with 100 to 499 participants.
| Summit Management Partners: employer contribution per participant | $842 | |
| Peer median | $1,680 |
| Summit Management Partners: average balance | $6,443 | |
| Peer median | $52,722 |
| Summit Management Partners: admin expenses ÷ assets | 3.19% | |
| Peer median | 0.39% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets were $2.8M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 528 | $2.8M | $370K | $842 | 3.19% | Not published | Form 5500 ↗ |
Common questions
Does Summit Management Partners match 401(k) contributions?
The match terms for the Summit Management Partners, LLC 401(k) Plan have not been published from its filing yet. The plan year 2024 filing reports $370K in employer contributions, about $842 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Summit Management Partners 401(k) match vested?
The vesting schedule for the Summit Management Partners, LLC 401(k) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Summit Management Partners 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is The Vanguard Group, Inc.. The plan administrator is Compass 360, LLC.
I left Summit Management Partners. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Compass 360, LLC, (603) 778-9920) or the recordkeeper, The Vanguard Group, Inc.. The Summit Management Partners old 401(k) page lists the contacts from every plan filing. Find an old Summit Management Partners 401(k)
Data from the public Form 5500 annual reports Summit Management Partners filed with the U.S. Department of Labor (plan years 2024) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Summit Management Partners. Not financial advice. Report a correction · Methodology