What public Form 5500 filings show about the Summit Managed Solutions LLC 401(k) plan — and how to find and check your own account.
Summit Managed Solutions LLC (EIN 85-3250194) reports SUMMIT MANAGED SOLUTIONS 401(K) PLAN on its most recent Form 5500, with $429K in plan assets across 23 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 Managed Solutions LLC filing — schedules, fees, and providers.
Summit Managed Solutions 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 Managed Solutions LLCHR for the recordkeeper’s name and login.
