What public Form 5500 filings show about the Summer Street Advisors, LLC 401(k) plan — and how to find and check your own account.
Summer Street Advisors, LLC (EIN 27-1648048) reports SSA 401(K) RETIREMENT PLAN on its most recent Form 5500, with $763K in plan assets across 7 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 Summer Street Advisors, LLC filing — schedules, fees, and providers.
Summer Street Advisors, 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 Summer Street Advisors, LLCHR for the recordkeeper’s name and login.
