What public Form 5500 filings show about the Summit Law Group, PLLC 401(k) plan — and how to find and check your own account.
Summit Law Group, PLLC (EIN 91-1787901) reports THE 401K SAVINGS PLAN AND TRUST AGREEMENT OF SUMMIT LAW GROUP, PLLC on its most recent Form 5500, with $58.4M in plan assets across 76 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 Law Group, PLLC filing — schedules, fees, and providers.
Summit Law Group, PLLC’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 Law Group, PLLCHR for the recordkeeper’s name and login.
