What public Form 5500 filings show about the Summit Medical Group, PLLC 401(k) plan — and how to find and check your own account.
Summit Medical Group, PLLC (EIN 62-1585063) reports SUMMIT MEDICAL GROUP, PLLC 401(K) PROFIT SHARING PLAN on its most recent Form 5500, with $348.1M in plan assets across 1,829 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 Medical Group, PLLC filing — schedules, fees, and providers.
The plan’s recordkeeper — the firm that runs the website and statements where you check your balance, change contributions, and manage your account — is Schwab, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Summit Medical Group, PLLC 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): MOON CAPITAL MANAGEMENT, CVFG, PORTFOLIO AUDIT PRIVATE WEALTH, FTB ADVISORS, NALLS SHERBAKOFF GROUP, ACUFF & ASSOCIATES.
