What public Form 5500 filings show about the Summit Wealth & Retirement Plann 401(k) plan — and how to find and check your own account.
Summit Wealth & Retirement Plann (EIN 47-2346871) reports SWRP 401(K) PLAN on its most recent Form 5500, with $3.5M in plan assets across 15 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 Wealth & Retirement Plann filing — schedules, fees, and providers.
Summit Wealth & Retirement Plann’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 Wealth & Retirement PlannHR for the recordkeeper’s name and login.
