What public Form 5500 filings show about the Summit Medical, LLC. 401(k) plan — and how to find and check your own account.
Summit Medical, LLC. (EIN 27-3648857) reports INNOVIA MEDICAL 401K PLAN on its most recent Form 5500, with $8.5M in plan assets across 132 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, LLC. 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 Empower, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Summit Medical, LLC. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): ANGELL PENSION GROUP, EMPOWER ADVISORY GROUP, CREATIVE PLANNING HOLDCO, HAUSER RETIREMENT SOLUTIONS.
