What public Form 5500 filings show about the Summit Management Group, Inc. 401(k) plan — and how to find and check your own account.
Summit Management Group, Inc. (EIN 81-0568860) reports SUMMIT MANAGEMENT 401(K) PLAN on its most recent Form 5500, with $656K in plan assets across 37 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 Management Group, Inc. filing — schedules, fees, and providers.
Summit Management Group, Inc.’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 Management Group, Inc.HR for the recordkeeper’s name and login.
