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SUMMIT INVESTMENT ADVISORS, LLC 401(k) Plan

What public Form 5500 filings show about the SUMMIT INVESTMENT ADVISORS, LLC 401(k) plan — and how to find and check your own account.

Plan assets
$3.6M
Participants
10
Plans on file
1

The SUMMIT INVESTMENT ADVISORS, LLC 401(k) on its latest Form 5500

SUMMIT INVESTMENT ADVISORS, LLC (EIN 20-2691624) reports SUMMIT INVESTMENT ADVISORS, LLC 401(K) AND PROFIT SHARING PLAN on its most recent Form 5500, with $3.6M in plan assets across 10 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 INVESTMENT ADVISORS, LLC filing — schedules, fees, and providers.

Who runs the SUMMIT INVESTMENT ADVISORS, LLC 401(k)?

SUMMIT INVESTMENT ADVISORS, LLC’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 INVESTMENT ADVISORS, LLCHR for the recordkeeper’s name and login.

How to check your SUMMIT INVESTMENT ADVISORS, LLC 401(k)

  • Log in to the plan’s recordkeeper portal (the site on your statements).
  • Ask SUMMIT INVESTMENT ADVISORS, LLC 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).
More on this employer: SUMMIT INVESTMENT ADVISORS, LLC — all Form 5500 filings (EIN 20-2691624) · Minnesota employer EIN lookup · Form 5500 search
SUMMIT INVESTMENT ADVISORS, LLC 401(k) Plan — Form 5500