Insights

Acquisition Synergy Opportunity to engage with Summit Benefit Solutions post-M&A activity in 2019, highlighting potential integration services, cross-sell of retirement plan administration and payroll processing to expanded client base.

SMB Focus Company size and revenue suggest targeting mid-market clients within the retirement plan and benefits administration space, where Summit may need scalable outsourcing, workflow automation, and cost-efficient record keeping.

Tech Modernization Reliance on legacy technologies (DNN, jQuery, ASP.NET) indicates potential need for modernization partnerships, including cloud-based HR and benefits platforms, API integration, and security upgrades.

Growth Enablement Revenue range indicates room for expansion through new client acquisitions, larger plan portfolios, and added services such as tax reporting, payroll integration, and enhanced data analytics.

Competitive Positioning Operating in a space with large incumbents suggests value in differentiating via personalized service, faster implementation timelines, and bundled retirement plan support to win mid-sized employers.

Summit Benefit Solutions, Inc Tech Stack

Summit Benefit Solutions, Inc uses 6 technology products and services including DNN, Google Fonts API, jQuery, and more. Explore Summit Benefit Solutions, Inc's tech stack below.

DNN
Content Management System
Google Fonts API
Font Scripts
jQuery
Javascript Libraries
jQuery UI
Javascript Libraries
Google Maps
Maps
Microsoft ASP.NET
Web Frameworks

Media & News

July Services partnered with Summit Benefit Solutions, Inc on Jul 31st '19.
JULY Business Services, an independently owned, national retirement plan recordkeeping and administration firm, announced July 31 that it has entered into an M&A transaction with Summit Benefit Solutions, Inc.
Jul 31, 2019 | www.napa-net.org

Summit Benefit Solutions, Inc's Email Address Formats

Summit Benefit Solutions, Inc uses at least 2 email formats:

Summit Benefit Solutions, Inc Email Formats	Example	Percentage
First@summitsolutionsinc.com	John@summitsolutionsinc.com	80%
FLast@summitsolutionsinc.com	JDoe@summitsolutionsinc.com	20%

Frequently Asked Questions

What is Summit Benefit Solutions, Inc's phone number?

You can contact Summit Benefit Solutions, Inc's main corporate office by phone at

+1-419-756-****

. For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Summit Benefit Solutions, Inc's official website and social media links?

Summit Benefit Solutions, Inc's official website is summitsolutionsinc.com and has social profiles on LinkedIn.

How much revenue does Summit Benefit Solutions, Inc generate?

As of July 2026, Summit Benefit Solutions, Inc's annual revenue is estimated to be $1M - $10M.

What is Summit Benefit Solutions, Inc's NAICS code?

Summit Benefit Solutions, Inc's NAICS code is 52 - Finance and Insurance.

How many employees does Summit Benefit Solutions, Inc have currently?

As of July 2026, Summit Benefit Solutions, Inc has approximately 11 employees across 1 continents, including North America. Key team members include Director , Business Development: M. K., Operations Support Analyst: D. W. and Tpa: S. W. Explore Summit Benefit Solutions, Inc's employee directory with LeadIQ.

What industry does Summit Benefit Solutions, Inc belong to?

Summit Benefit Solutions, Inc operates in the Financial Services industry.

What technology does Summit Benefit Solutions, Inc use?

Summit Benefit Solutions, Inc's tech stack includes DNN, Google Fonts API, jQuery, jQuery UI, Google Maps and Microsoft ASP.NET.

What is Summit Benefit Solutions, Inc's email format?

Summit Benefit Solutions, Inc's email format typically follows the pattern of First@summitsolutionsinc.com. Find more Summit Benefit Solutions, Inc email formats with LeadIQ.

When was Summit Benefit Solutions, Inc founded?

Summit Benefit Solutions, Inc was founded in 1999.

Summit Benefit Solutions, Inc

Q: What technology does Summit Benefit Solutions, Inc use?

Summit Benefit Solutions, Inc's tech stack includes Google Fonts API, jQuery, jQuery UI, Google Maps, Microsoft ASP.NET.

Q: What is Summit Benefit Solutions, Inc's NAICS code?

Summit Benefit Solutions, Inc's NAICS code is 52 (Finance and Insurance).

Financial ServicesOhio, United States11-50 Employees

Summit Benefit Solutions, Inc is a financial services provider offering retirement plan administration, recordkeeping, payroll processing, and tax reporting for clients across the United States. The company supports organizations by managing compliance and day-to-day operational tasks within retirement plans. Based in Mansfield, Ohio, it operates as a small-to-mid-sized firm serving a nationwide client base. In 2019, the firm announced an M&A transaction with JULY Business Services, a national retirement plan recordkeeping and administration firm, reflecting activity in the retirement services segment. This development indicates collaboration within the industry while underscoring Summit Benefit Solutions' focus on back-office retirement plan services.