SUMMIT MANAGEMENT PARTNERS, LLC 401(k) Plan
What public Form 5500 filings show about the SUMMIT MANAGEMENT PARTNERS, LLC 401(k) plan — and how to find and check your own account.
The SUMMIT MANAGEMENT PARTNERS, LLC 401(k) on its latest Form 5500
SUMMIT MANAGEMENT PARTNERS, LLC (EIN 85-3668797) reports SUMMIT MANAGEMENT PARTNERS, LLC 401(K) PLAN on its most recent Form 5500, with $2.8M in plan assets across 427 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 PARTNERS, LLC filing — schedules, fees, and providers.
Who runs the SUMMIT MANAGEMENT PARTNERS, LLC 401(k)?
The plan’s recordkeeper — the firm that runs the website and statements where you check your balance, change contributions, and manage your account — is Vanguard, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your SUMMIT MANAGEMENT PARTNERS, LLC 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): MMA SECURITIES, COMPASS RET CONSULTING GROUP.
How to check your SUMMIT MANAGEMENT PARTNERS, LLC 401(k)
- Log in to Vanguard’s participant portal (the site on your statements).
- Ask SUMMIT MANAGEMENT PARTNERS, 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).