OpenERISA

Summit Global Investments, LLC

Bountiful, UT, 84010

EIN 27-3616371
Plans
1
Total participants
114
Filing years
2024, 2023, 2022, 2021, 2020
NAICS
523210

Benefit plans on file

YearFormPlan #Plan nameParticipants
2024Form 5500-SF001Summit Global Investments 401(K) Plan31
2023Form 5500-SF001Summit Global Investments 401(K) Plan26
2022Form 5500-SF001Summit Global Investments, LLC 401(K) Plan22
2021Form 5500-SF001Summit Global Investments, LLC 401(K) Plan21
2020Form 5500-SF001Summit Global Investments, LLC 401(K) Plan14

Data shown as filed with the U.S. Department of Labor (EBSA), filing years 2020–2025; not validated by OpenERISA. View official filings for this EIN on the DOL EFAST2 search.

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