SUMMIT CAPITAL ADVISORS, INC. 401(k) Plan
What public Form 5500 filings show about the SUMMIT CAPITAL ADVISORS, INC. 401(k) plan — and how to find and check your own account.
The SUMMIT CAPITAL ADVISORS, INC. 401(k) on its latest Form 5500
SUMMIT CAPITAL ADVISORS, INC. (EIN 05-0575574) reports SUMMIT CAPITAL ADVISORS, INC. 401(K) PROFIT SHARING PLAN on its most recent Form 5500, with $58K in plan assets across 2 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 CAPITAL ADVISORS, INC. filing — schedules, fees, and providers.
Who runs the SUMMIT CAPITAL ADVISORS, INC. 401(k)?
SUMMIT CAPITAL ADVISORS, INC.’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 CAPITAL ADVISORS, INC.HR for the recordkeeper’s name and login.
How to check your SUMMIT CAPITAL ADVISORS, INC. 401(k)
- Log in to the plan’s recordkeeper portal (the site on your statements).
- Ask SUMMIT CAPITAL ADVISORS, INC. HR or benefits for the recordkeeper name and enrollment link.
- Left the company? Your balance stays in the plan until you roll it over — see how to find a lost 401(k).