What public Form 5500 filings show about the Summit Life Group, LLC 401(k) plan — and how to find and check your own account.
Summit Life Group, LLC (EIN 82-1712517) reports SUMMIT LIFE GROUP, LLC RETIREMENT TRUST on its most recent Form 5500, with $113K in plan assets across 9 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 Life Group, LLC filing — schedules, fees, and providers.
Summit Life Group, 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 Life Group, LLCHR for the recordkeeper’s name and login.
