What public Form 5500 filings show about the Summa Group, LLC 401(k) plan — and how to find and check your own account.
Summa Group, LLC (EIN 26-4289689) reports SUMMA GROUP RETIREMENT SAVINGS PLAN on its most recent Form 5500, with $11.8M in plan assets across 221 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 Summa Group, LLC filing — schedules, fees, and providers.
Summa Group, LLC’s Form 5500 doesn’t separately disclose a recordkeeper we can confirm. The firms named on its Schedule C are service providers — which can include investment managers, trustees, and auditors, and are not necessarily the company that runs your account. To find who runs your 401(k), check your enrollment paperwork or a recent statement, or ask Summa Group, LLCHR for the recordkeeper’s name and login.
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): CHARLES SCHWAB TRUST BANK, BOKF NA, BOK FINANCIAL ASSET MANAGEMENT.
