What public Form 5500 filings show about the Summit Academy OIC 401(k) plan — and how to find and check your own account.
Summit Academy OIC (EIN 41-0908458) reports SUMMIT ACADEMY OIC RETIREMENT SAVINGS PLAN on its most recent Form 5500, with $3.4M in plan assets across 100 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 Summit Academy OIC filing — schedules, fees, and providers.
Summit Academy OIC’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 Summit Academy OICHR for the recordkeeper’s name and login.
