Summa Group/techcorr Usa/industrial Waste Solutions/visualaim Llc 401(k) Plan: Login, Facts & Contact Information

Summa Group/techcorr Usa/industrial Waste Solutions/visualaim Llc 401(k) Plan Facts

Plan name
SUMMA GROUP RETIREMENT SAVINGS PLAN
Plan type
401(k) with employer contributions and profit sharing
Plan sponsor
SUMMA GROUP, LLC
Participants
574 (221 active employees)
Former employees with a balance
316
Plan assets
$11,786,105 at Dec 31, 2024
Average account balance
$23,667 across 498 accounts
Employer contributions
$259,303 in plan year 2024 (25% of all contributions)
Recordkeeper
Bok Financial Asset Management, Inc
Plan year
Jan 1, 2024 – Dec 31, 2024
Plan established
Jan 1, 2019
✓ Employer contributions— Automatic enrollment— Default investment for undecided participants✓ Participants choose their own investments— Self-directed brokerage window✓ Profit sharing— Company stock (ESOP)

Source: Form 5500 for plan year 2024 (Jan 1, 2024 – Dec 31, 2024), filed Oct 15, 2025. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2024

  • $1.05 million went into the plan in contributions, $259,303 of it from the employer (25%).
  • $1.85 million was paid out to participants.
  • Investment and other income added $1.46 million.
  • Administrative expenses were $61,370, about $123 per account.

How the Summa Group/techcorr Usa/industrial Waste Solutions/visualaim Llc 401(k) changed, 2019–2024

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
2019509$9.73 million$480,471$578,206
2020472$10.8 million$127,506$1.63 million
2021563$11.3 million$239,954$1.75 million
2022631$9.66 million$309,030$1.13 million
2023576$11.2 million$263,629$1.03 million
2024574$11.8 million$259,303$1.85 million

Summa Group/techcorr Usa/industrial Waste Solutions/visualaim Llc 401(k) Contact Information

Phone
713-524-2768
Mailing address
1485 E. SAM HOUSTON PARKWAY S. SUITE 160, PASADENA TX 77503
Plan sponsor
SUMMA GROUP, LLC
Employer identification number (EIN)
26-4289689
Plan number
002

Questions about the Summa Group/techcorr Usa/industrial Waste Solutions/visualaim Llc 401(k)

Does Summa Group/techcorr Usa/industrial Waste Solutions/visualaim Llc contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement. In plan year 2024 the employer contributed $259,303, 25% of all contributions.

Does the Summa Group/techcorr Usa/industrial Waste Solutions/visualaim Llc 401(k) have automatic enrollment?

No. The plan does not report automatic enrollment; employees enroll themselves.

How many people are in the Summa Group/techcorr Usa/industrial Waste Solutions/visualaim Llc 401(k) plan?

574 participants at the start of plan year 2024, 221 of them active employees, and 316 former employees who still had money in the plan.

What is the average 401(k) balance at Summa Group/techcorr Usa/industrial Waste Solutions/visualaim Llc?

About $23,667 per account: $11.8 million in plan assets across 498 accounts with a balance at the end of plan year 2024.

Who manages the Summa Group/techcorr Usa/industrial Waste Solutions/visualaim Llc 401(k) accounts?

BOK Financial (listed on the filing as BOK FINANCIAL ASSET MANAGEMENT, INC) is the plan's recordkeeper, which is where participants log in to see their balance.

I no longer work at Summa Group/techcorr Usa/industrial Waste Solutions/visualaim Llc. How do I access my 401(k)?

Your account stays with BOK Financial after you leave, so you can log in with the same credentials. If your balance was small, the plan may have rolled it into an IRA in your name. If you can't find it, Beagle can locate it for you.

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