SUMMIT FEDERAL CREDIT UN 401(k) Plan
What public Form 5500 filings show about the SUMMIT FEDERAL CREDIT UN 401(k) plan — and how to find and check your own account.
The SUMMIT FEDERAL CREDIT UN 401(k) on its latest Form 5500
SUMMIT FEDERAL CREDIT UN (EIN 16-0754720) reports THE SUMMIT FEDERAL CREDIT UNION 401(K) PLAN on its most recent Form 5500, with $30.1M in plan assets across 236 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 FEDERAL CREDIT UN filing — schedules, fees, and providers.
Who runs the SUMMIT FEDERAL CREDIT UN 401(k)?
The plan’s recordkeeper — the firm that runs the website and statements where you check your balance, change contributions, and manage your account — is Principal, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your SUMMIT FEDERAL CREDIT UN 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): SAGE RUTTY AND CO, MORNINGSTAR INVESTMENT MANAGEMENT L, PRINCIPAL GLOBAL INVESTORS, WILSHIRE ADVISORS.
How to check your SUMMIT FEDERAL CREDIT UN 401(k)
- Log in to Principal’s participant portal (the site on your statements).
- Ask SUMMIT FEDERAL CREDIT UN 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).