What public Form 5500 filings show about the Summit Radiology P.C. 401(k) plan — and how to find and check your own account.
Summit Radiology P.C. (EIN 35-1140337) reports SUMMIT RADIOLOGY, P.C. PROFIT SHARING PLAN on its most recent Form 5500, with $72.9M in plan assets across 113 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 Radiology P.C. 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 Radiology P.C. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): CHARLES SCHWAB & CO, DICKMEYER BOYCE FINANCIAL MANADICKM, CREATIVE PLANNING.
