What public Form 5500 filings show about the Summit Trail Advisors LLC 401(k) plan — and how to find and check your own account.
Summit Trail Advisors LLC (EIN 47-4455913) reports SUMMIT TRAIL ADVISORS 401(K) RETIRMENT PLAN on its most recent Form 5500, with $0 in plan assets across 115 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 Trail Advisors LLC filing — schedules, fees, and providers.
Summit Trail 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 Trail Advisors LLCHR for the recordkeeper’s name and login.
