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Original filing (PDF)20250924125835NAL0003025523001
SUMMIT AUTOMOTIVE PARTNERS
Form 5500
FILING_RECEIVED
SUMMIT AUTOMOTIVE PARTNERS RETIREMENT SAVINGS PLAN
401(k) retirement plan
Active participants
770
Accounts w/ balance
1,216
Plan assets (EOY)
$37.7M
Net assets (EOY)
$37.7M
How this plan invests
This plan
31 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
91
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
65
Vendor stack
100
Participation health
100
Knocking points off
- 48 bps in Schedule C fees — 66% above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SUMMIT AUTOMOTIVE PARTNERS.
Plan sponsor
Name
SUMMIT AUTOMOTIVE PARTNERS
EIN
20-0739161
Address
10301 EAST ARAPAHOE ROAD SUITE 200 · CENTENNIAL, CO · 80134
Phone
(303) 209-3965
Industry
Management of Companies / Holdingssee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-24
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
EIDE BAILLY
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $73K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| OSAIC WEALTH INC | — | JERSEY CITY, NJ | INVESTMENT ADVISOR | $52K | — |
Other
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $40K | — |
| EIDE BAILLY LLP | — | MILWAUKEE, WI | CONSULTING | $17K | — |
Investments
31 direct securities· $37.7M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity 500 Index Mutual Fund N/A | — | — | — | $4.8M | 12.8% | |
| T. Rowe Price Retirement 2030 Mutual Fund N/A | — | — | — | $3.3M | 8.9% | |
| T. Rowe Price Retirement 2040 Mutual Fund N/A | — | — | — | $3.1M | 8.2% | |
| American Funds EuroPacific Gr R6 Mutual Fund N/A | — | — | — | $2.6M | 6.8% | |
| Key Guaranteed Portfolio Fund Guaranteed Investment Contract N/A | — | — | — | $2.3M | 6.2% | |
| MFS Massachusetts Investors Gr Stk R6 Mutual Fund N/A | — | — | — | $2.0M | 5.3% | |
| T. Rowe Price Retirement 2050 Mutual Fund N/A | — | — | — | $1.9M | 5.1% | |
| Baird Core Plus Bond Inst Mutual Fund N/A | — | — | — | $1.8M | 4.8% | |
| T. Rowe Price Diversified mid Cap Gr I Mutual Fund N/A | — | — | — | $1.2M | 3.3% | |
| T. Rowe Price Retirement 2060 Mutual Fund N/A | — | — | — | $1.2M | 3.3% | |
| T. Rowe Price Retirement 2065 Mutual Fund N/A | — | — | — | $1.2M | 3.2% | |
| Schwab Fundamental US Small Company Index Mutual Fund N/A | — | — | — | $1.0M | 2.7% | |
| Vanguard Equity-Income Adm Mutual Fund N/A | — | — | — | $985K | 2.6% | |
| T. Rowe Price Retirement 2045 Mutual Fund N/A | — | — | — | $894K | 2.4% | |
| Notes receivable from participants Maturing 2025 - 2035 at 4.25% - 9.50% - | — | — | — | $855K | 2.3% | |
| Allspring Special Mid Cap Value R6 Mutual Fund N/A | — | — | — | $843K | 2.2% | |
| Voya Small Cap Growth Fund R6 Mutual Fund N/A | — | — | — | $794K | 2.1% | |
| T. Rowe Price Retirement 2035 Mutual Fund N/A | — | — | — | $759K | 2.0% | |
| American Century Stat Allc: Mod R6 Mutual Fund N/A | — | — | — | $698K | 1.8% | |
| T. Rowe Price Retirement 2055 Mutual Fund N/A | — | — | — | $689K | 1.8% | |
| American Funds Capital Inc Bldr R46 Mutual Fund N/A | — | — | — | $670K | 1.8% | |
| Columbia Overseas Value Instl 3 Mutual Fund N/A | — | — | — | $665K | 1.8% | |
| American Century Stat Allc: Agrsv R6 Mutual Fund N/A | — | — | — | $653K | 1.7% | |
| T. Rowe Price Retirement 2020 Mutual Fund N/A | — | — | — | $646K | 1.7% | |
| American Funds Income Fund of America R6 Mutual Fund N/A | — | — | — | $566K | 1.5% | |
| Undiscovered Mrgs Behavioral Value R6 Mutual Fund N/A | — | — | — | $519K | 1.4% | |
| BlackRock Income Fund K Mutual Fund N/A | — | — | — | $492K | 1.3% | |
| T. Rowe Price Retirement 2025 Mutual Fund N/A | — | — | — | $224K | 0.6% | |
| T. Rowe Price Retirement 2010 Mutual Fund N/A | — | — | — | $112K | 0.3% | |
| T. Rowe Price Retirement 2015 Mutual Fund N/A | — | — | — | $72K | 0.2% | |
| American Century Stat Allc: Cnsrv R6 Mutual Fund N/A | — | — | — | $59K | 0.2% |
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