What public Form 5500 filings show about the The Summit Wellness Group 401(k) plan — and how to find and check your own account.
The Summit Wellness Group (EIN 82-3187624) reports THE SUMMIT WELLNESS GROUP 401(K) PLAN on its most recent Form 5500, with $649K in plan assets across 26 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 Wellness Group filing — schedules, fees, and providers.
The Summit Wellness Group’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 Wellness GroupHR for the recordkeeper’s name and login.
