SUMMIT DENTAL MANAGEMENT, S.C. 401(k) Plan
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.
The SUMMIT DENTAL MANAGEMENT, S.C. 401(k) on its latest Form 5500
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.
Who runs the SUMMIT DENTAL MANAGEMENT, S.C. 401(k)?
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.
How to check your SUMMIT DENTAL MANAGEMENT, S.C. 401(k)
- Log in to the plan’s recordkeeper portal (the site on your statements).
- Ask SUMMIT DENTAL MANAGEMENT, S.C. 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).