Summit Partners, LP's EIN is 04-3478657.
Download the official 2024 Form 5500 (PDF) for Summit Partners, LP from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Summit Partners, LP's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ASCENSUS | 11-3665754 | — | RECORD KEEPER | $36K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RETIREMENT RESOURCES | — | PEABODY, MA | INVESTMENT ADVISOR | $70K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund | Common Collective Trusts | — | $16.7M | $29.5M | 26.3% | |
| Vanguard Equity Income Adm | Mutual Funds | — | $6.4M | $6.8M | 6.0% | |
| Vanguard Mid Cap Index Adm | Mutual Funds | — | $4.1M | $5.8M | 5.2% | |
| DFA Global Equity Portfolio I | Mutual Funds | — | $4.4M | $5.4M | 4.8% | |
| Vanguard Growth Index Adm | Mutual Funds | — | $3.9M | $5.3M | 4.7% | |
| T. Rowe Price Mid-Cap Value I | Other securities | — | $4.2M | $4.4M | 3.9% | |
| Fund Reliance Trust 21,453 Stable Value Fund | Common Collective Trusts | — | $3.9M | $4.3M | 3.8% | |
| METLIFE GAC-25053 CLASS 0 RELIANCE TRUST · EIN 46-6625485 / PN 001 | Common Collective Trust | — | — | $4.3M | 3.8% | |
| T. Rowe Price Retirement I 2035 I | Other securities | — | $3.9M | $4.1M | 3.7% | |
| Vanguard FTSE All-World ex-US Idx Adm | Common Collective Trusts | — | $3.9M | $4.1M | 3.7% | |
| T. Rowe Price Retirement I 2055 I | Other securities | — | $3.8M | $4.1M | 3.6% | |
| Voya MidCap Opportunities R6 | Other securities | — | $2.9M | $2.9M | 2.6% | |
| s: Shares/Units American Funds American Balanced R6 | Mutual Funds | — | $2.3M | $2.7M | 2.4% | |
| MFS International New Discovery R6 | Mutual Funds | — | $3.2M | $2.7M | 2.4% | |
| T. Rowe Price Retirement I 2050 I | Other securities | — | $2.4M | $2.6M | 2.3% | |
| American Funds Intl Gr & Inc R6 | Mutual Funds | — | $2.4M | $2.5M | 2.2% | |
| Principal SmallCap S&P 600 Index R6 | Other securities | — | $2.4M | $2.4M | 2.1% | |
| DFA Emerging Markets Portfolio Inst | Mutual Funds | — | $2.5M | $2.4M | 2.1% | |
| JPMorgan Government Bond R6 | U.S. Treasuries | — | $2.5M | $2.3M | 2.1% | |
| T. Rowe Price Retirement I 2060 I | Other securities | — | $2.2M | $2.3M | 2.1% | |
| JPMorgan Small Cap Equity R6 | Other securities | — | $2.3M | $2.2M | 1.9% | |
| Fidelity Advisor Strategic Income Z | Mutual Funds | — | $1.9M | $1.8M | 1.6% | |
| DFA U.S. Targeted Value Portfolio I | Mutual Funds | — | $1.2M | $1.6M | 1.5% | |
| T. Rowe Price Retirement I 2030 I | Other securities | — | $1.1M | $1.2M | 1.0% | |
| T. Rowe Price Retirement I 2025 I | Other securities | — | $839K | $870K | 0.8% | |
| American Funds Century Infl-Adj Bond R6 | Mutual Funds | — | $933K | $852K | 0.8% | |
| T. Rowe Price Retirement I 2045 I | Other securities | — | $785K | $842K | 0.7% | |
| Fidelity Advisor Total Bond Z | Mutual Funds | — | $693K | $683K | 0.6% | |
| T. Rowe Price Retirement I 2065 I | Other securities | — | $611K | $659K | 0.6% | |
| T. Rowe Price Retirement I 2040 I | Other securities | — | $595K | $632K | 0.6% | |
| American Funds Capital Inc Bldr R6 | Mutual Funds | — | $579K | $624K | 0.6% | |
| DFA Emerging Mkts Small Cap Port I | Mutual Funds | — | $560K | $551K | 0.5% | |
| T. Rowe Price Retirement I 2020 I | Other securities | — | $372K | $384K | 0.3% | |
| Vanguard Explorer Adm | Mutual Funds | — | $326K | $346K | 0.3% | |
| March 2029 | Other securities | — | $142K | $142K | 0.1% | |
| T. Rowe Price Retirement I 2005 I | Other securities | — | $9K | $9K | <0.1% | |
| T. Rowe Price Retirement I 2015 I | Other securities | — | $2K | $2K | <0.1% | |
| T. Rowe Price Retirement I 2010 I | Other securities | — | $1K | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
