Summit Orthopedics, Ltd. 401(k) Plan: Login, Facts & Contact Information
Summit Orthopedics, Ltd. 401(k) Login
326 former Summit Orthopedics, Ltd. employees still have money in this plan.
Retirement plan providers can change. This information is from the plan's 2024 filing.
Summit Orthopedics, Ltd. 401(k) Plan Facts
Source: Form 5500 for plan year 2024 (Jan 1, 2024 – Dec 31, 2024), filed Oct 26, 2025. Public filing with the U.S. Department of Labor.
Money in and out in plan year 2024
- $10.3 million went into the plan in contributions.
- $5.38 million was paid out to participants.
- Investment and other income added $15.9 million.
- Administrative expenses were $212,499, about $144 per account.
How the Summit Orthopedics, Ltd. 401(k) changed, 2019–2024
| Plan year | Participants | Plan assets | Employer contributions | Benefits paid |
|---|---|---|---|---|
| 2019 | 1,069 | $87.6 million | $3.98 million | $10.5 million |
| 2020 | 1,093 | $100.8 million | $3.39 million | $7.90 million |
| 2021 | 1,074 | $118.0 million | $4.20 million | $6.50 million |
| 2022 | 1,182 | $108.7 million | $4.81 million | $3.40 million |
| 2023 | 1,369 | $132.8 million | $5.46 million | $7.83 million |
| 2024 | 1,490 | $153.3 million | — | $5.38 million |
Summit Orthopedics, Ltd. 401(k) Contact Information
Questions about the Summit Orthopedics, Ltd. 401(k)
Does Summit Orthopedics, Ltd contribute to the 401(k)?
Yes. The plan reports an employer contribution arrangement.
Does the Summit Orthopedics, Ltd 401(k) have automatic enrollment?
Yes. The plan reports automatic enrollment of eligible employees.
How many people are in the Summit Orthopedics, Ltd 401(k) plan?
1,490 participants at the start of plan year 2024, 1,176 of them active employees, and 326 former employees who still had money in the plan.
What is the average 401(k) balance at Summit Orthopedics, Ltd?
About $103,717 per account: $153.3 million in plan assets across 1,478 accounts with a balance at the end of plan year 2024.
Who manages the Summit Orthopedics, Ltd 401(k) accounts?
Schwab Retirement Plan Services (listed on the filing as SCHWAB RETIREMENT PLAN SERVICES,INC) is the plan's recordkeeper, which is where participants log in to see their balance.
I no longer work at Summit Orthopedics, Ltd. How do I access my 401(k)?
Your account stays with Schwab Retirement Plan Services after you leave, so you can log in with the same credentials. If your balance was small, the plan may have rolled it into an IRA in your name. If you can't find it, Beagle can locate it for you.