Summit Partners, Lp 401(k) Plan: Login, Facts & Contact Information

Summit Partners, Lp 401(k) Plan Facts

Plan name
SUMMIT PARTNERS, L.P. 401(K) PROFIT SHARING PLAN
Plan type
401(k) and profit sharing
Plan sponsor
SUMMIT PARTNERS, LP
Participants
388 (210 active employees)
Former employees with a balance
172
Plan assets
$112,541,596 at Dec 31, 2024
Average account balance
$297,729 across 378 accounts
Employer contributions
$2,190,377 in plan year 2024 (33% of all contributions)
Recordkeeper
Ascensus
Plan year
Jan 1, 2024 – Dec 31, 2024
Plan established
Mar 14, 1984
— Employer contributions— Automatic enrollment✓ Default investment for undecided participants✓ Participants choose their own investments— Self-directed brokerage window✓ Profit sharing— Company stock (ESOP)

Source: Form 5500 for plan year 2024 (Jan 1, 2024 – Dec 31, 2024), filed Oct 2, 2025. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2024

  • $6.66 million went into the plan in contributions, $2.19 million of it from the employer (33%).
  • $5.83 million was paid out to participants.
  • Investment and other income added $14.6 million.
  • Administrative expenses were $101,212, about $268 per account.

How the Summit Partners, Lp 401(k) changed, 2019–2024

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
2019364$65.4 million$1.39 million$2.08 million
2020371$78.3 million$1.61 million$2.00 million
2021396$93.3 million$1.80 million$5.31 million
2022400$83.0 million$1.85 million$2.60 million
2023379$97.2 million$2.09 million$6.91 million
2024388$112.5 million$2.19 million$5.83 million

Summit Partners, Lp 401(k) Contact Information

Phone
617-824-1608
Mailing address
222 BERKELEY STREET 18TH FLOOR, BOSTON MA 02116
Plan sponsor
SUMMIT PARTNERS, LP
Employer identification number (EIN)
04-3478657
Plan number
002

Questions about the Summit Partners, Lp 401(k)

Does Summit Partners, Lp contribute to the 401(k)?

The plan does not report an employer matching arrangement on its Form 5500. It did report $2.19 million in employer contributions for plan year 2024.

Does the Summit Partners, Lp 401(k) have automatic enrollment?

No. The plan does not report automatic enrollment; employees enroll themselves.

How many people are in the Summit Partners, Lp 401(k) plan?

388 participants at the start of plan year 2024, 210 of them active employees, and 172 former employees who still had money in the plan.

What is the average 401(k) balance at Summit Partners, Lp?

About $297,729 per account: $112.5 million in plan assets across 378 accounts with a balance at the end of plan year 2024.

Who manages the Summit Partners, Lp 401(k) accounts?

Ascensus is the plan's recordkeeper, which is where participants log in to see their balance.

I no longer work at Summit Partners, Lp. How do I access my 401(k)?

Your account stays with Ascensus 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.

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