SUMMIT FUNDING, INC. 401(k) Plan
What public Form 5500 filings show about the SUMMIT FUNDING, INC. 401(k) plan — and how to find and check your own account.
The SUMMIT FUNDING, INC. 401(k) on its latest Form 5500
SUMMIT FUNDING, INC. (EIN 91-1780488) reports SUMMIT FUNDING, INC. 401(K) PLAN on its most recent Form 5500, with $45.7M in plan assets across 499 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 FUNDING, INC. filing — schedules, fees, and providers.
Who runs the SUMMIT FUNDING, INC. 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 Schwab, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your SUMMIT FUNDING, INC. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): SAGE ADVISORY GROUP.
How to check your SUMMIT FUNDING, INC. 401(k)
- Log in to Schwab’s participant portal (the site on your statements).
- Ask SUMMIT FUNDING, 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).