Summit Place Financial Advisors, LLC 401(k) Plan

The Summit Place Financial Advisors, LLC 401(k) on its latest Form 5500

Summit Place Financial Advisors, LLC (EIN 26-3103087) reports SUMMIT PLACE FINANCIAL ADVISORS 401(K) PLAN on its most recent Form 5500, with $1.5M in plan assets across 5 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 Place Financial Advisors, LLC filing — schedules, fees, and providers.

Who runs the Summit Place Financial Advisors, LLC 401(k)?

Summit Place Financial Advisors, LLC’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 Place Financial Advisors, LLCHR for the recordkeeper’s name and login.

How to check your Summit Place Financial Advisors, LLC 401(k)

• Log in to the plan’s recordkeeper portal (the site on your statements).
• Ask Summit Place Financial Advisors, LLC 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).