What public Form 5500 filings show about the Summit Management Services Inc. 401(k) plan — and how to find and check your own account.
Summit Management Services Inc. (EIN 34-1314199) reports SUMMIT MANAGEMENT SERVICES INC 401(K) PROFIT SHARING PLAN AND TRUST on its most recent Form 5500, with $4.1M in plan assets across 101 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 Services Inc. filing — schedules, fees, and providers.
Summit Management Services 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 Services Inc.HR for the recordkeeper’s name and login.
