What public Form 5500 filings show about the Summit Federal Credit UN 401(k) plan — and how to find and check your own account.
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.
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, WILSHIRE ADVISORS, PRINCIPAL GLOBAL INVESTORS.
