What public Form 5500 filings show about the Summit Dental Management, S.C. 401(k) plan — and how to find and check your own account.
Summit Dental Management, S.C. (EIN 39-1990304) reports SUMMIT DENTAL CONSULTING 401(K) PROFIT SHARING PLAN on its most recent Form 5500, with $63.0M in plan assets across 543 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 Dental Management, S.C. filing — schedules, fees, and providers.
Summit Dental Management, S.C.’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 Dental Management, S.C.HR for the recordkeeper’s name and login.
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): CLIFTON LARSON ALLEN LLP, ORGEL WEALTH MANAGEMENT, WIPFLI LLP.
