What public Form 5500 filings show about the Summit Partners, LP 401(k) plan — and how to find and check your own account.
Summit Partners, LP (EIN 04-3478657) reports SUMMIT PARTNERS, L.P. 401(K) PROFIT SHARING PLAN on its most recent Form 5500, with $112.5M in plan assets across 210 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 Partners, LP 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 Ascensus, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Summit Partners, LP 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): RETIREMENT RESOURCES.
