SUMMIT ORTHOPEDICS, LTD. 401(k) Plan
What public Form 5500 filings show about the SUMMIT ORTHOPEDICS, LTD. 401(k) plan — and how to find and check your own account.
The SUMMIT ORTHOPEDICS, LTD. 401(k) on its latest Form 5500
SUMMIT ORTHOPEDICS, LTD. (EIN 41-1762331) reports SUMMIT ORTHOPEDICS, LTD. 401(K) PROFIT SHARING PLAN on its most recent Form 5500, with $153.3M in plan assets across 1,176 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 ORTHOPEDICS, LTD. filing — schedules, fees, and providers.
Who runs the SUMMIT ORTHOPEDICS, LTD. 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 Schwab, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your SUMMIT ORTHOPEDICS, LTD. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): CREATIVE PLANNING HOLDCO, SNS FINANCIAL GROUP, 360 FINANCIAL, FISHER INVESTMENTS, CHARLES SCHWAB & CO.
How to check your SUMMIT ORTHOPEDICS, LTD. 401(k)
- Log in to Schwab’s participant portal (the site on your statements).
- Ask SUMMIT ORTHOPEDICS, LTD. 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).