Summit Direct MAIL, Inc. 401(k) Plan

The Summit Direct MAIL, Inc. 401(k) on its latest Form 5500

Summit Direct MAIL, Inc. (EIN 20-0398116) reports SUMMIT DIRECT MAIL, INC. RETIREMENT 401K PLAN on its most recent Form 5500, with $886K in plan assets across 108 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 Direct MAIL, Inc. filing — schedules, fees, and providers.

Who runs the Summit Direct MAIL, Inc. 401(k)?

Summit Direct MAIL, 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 Direct MAIL, Inc.HR for the recordkeeper’s name and login.

How to check your Summit Direct MAIL, Inc. 401(k)

• Log in to the plan’s recordkeeper portal (the site on your statements).
• Ask Summit Direct MAIL, 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).