Summit Vista Employee Co, LLC 401(k) Plan

The Summit Vista Employee Co, LLC 401(k) on its latest Form 5500

Summit Vista Employee Co, LLC (EIN 82-3330329) reports SUMMIT VISTA RETIREMENT PLAN on its most recent Form 5500, with $1.1M in plan assets across 91 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 Vista Employee Co, LLC filing — schedules, fees, and providers.

Who runs the Summit Vista Employee Co, LLC 401(k)?

Summit Vista Employee Co, 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 Vista Employee Co, LLCHR for the recordkeeper’s name and login.

How to check your Summit Vista Employee Co, LLC 401(k)

• Log in to the plan’s recordkeeper portal (the site on your statements).
• Ask Summit Vista Employee Co, 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).