What public Form 5500 filings show about the The Summit School, Inc. 401(k) plan — and how to find and check your own account.
The Summit School, Inc. (EIN 25-1782296) reports THE SUMMIT SCHOOL, INC. PROFIT SHARING PLAN on its most recent Form 5500, with $1.9M in plan assets across 118 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 The Summit School, Inc. filing — schedules, fees, and providers.
The Summit School, Inc.’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 The Summit School, Inc.HR for the recordkeeper’s name and login.
