What public Form 5500 filings show about the 1ST Summit Bancorp 401(k) plan — and how to find and check your own account.
1ST Summit Bancorp (EIN 25-1619855) reports 1ST SUMMIT BANCORP CAPITAL ACCUMULATION PLAN on its most recent Form 5500, with $24.2M in plan assets across 220 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.
See the full 1ST Summit Bancorp filing — schedules, fees, and providers.
The plan’s recordkeeper — the firm that runs the website and statements where you check your balance, change contributions, and manage your account — is CBIZ RETIREMENT PLAN SERVICES, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your 1ST Summit Bancorp 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): S R SNODGRASS P C, ALERUS FINANCIAL N A.
