Amiee York signed Summit Utilities, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Summit Utilities, Inc.'s EIN is 20-0929645.
Download the official 2024 Form 5500 (PDF) for Summit Utilities, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Summit Utilities, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $170K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $126K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Vanguard 500 Index Admiral | Common Collective Trusts | — | — | $16.7M | 16.7% | |
| T. Rowe Price Retirement 2030 | Other securities | — | — | $8.0M | 8.0% | |
| T. Rowe Price Retirement 2040 | Other securities | — | — | $7.4M | 7.4% | |
| T. Rowe Price Retirement Income 2045 | Other securities | — | — | $6.9M | 6.9% | |
| T. Rowe Price Retirement 2035 | Other securities | — | — | $6.5M | 6.4% | |
| T. Rowe Price Retirement 2050 | Other securities | — | — | $5.4M | 5.4% | |
| T. Rowe Price Retirement 2055 | Other securities | — | — | $5.4M | 5.4% | |
| LARGE CAP GROWTH / JP MORGAN INVST EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 141 | Pooled Separate Account | — | — | $4.9M | 4.9% | |
| various dates through September 2053 - | Other securities | — | — | $4.0M | 4.0% | |
| Vanguard Mid Cap Index | Mutual Funds | — | — | $3.8M | 3.8% | |
| Vanguard Emerging Markets Stock Index Fund | Common Collective Trusts | — | — | $3.4M | 3.4% | |
| Vanguard Small Cap Index | Mutual Funds | — | — | $3.2M | 3.2% | |
| Unallocated investment contract - Key Guaranteed Portfolio Fund | Other securities | — | — | $3.0M | 3.0% | |
| T. Rowe Price Retirement 2060 | Other securities | — | — | $3.0M | 3.0% | |
| T. Rowe Price Retirement 2025 | Other securities | — | — | $2.7M | 2.7% | |
| Fidelity Advisor Total Bond | Mutual Funds | — | — | $2.6M | 2.6% | |
| JPMorgan Core Bond | Other securities | — | — | $2.6M | 2.6% | |
| MFS Value | Mutual Funds | — | — | $1.9M | 1.9% | |
| T. Rowe Price Retirement 2020 | Other securities | — | — | $1.7M | 1.7% | |
| MFS International Equity Fund CL U | Mutual Funds | — | — | $1.6M | 1.6% | |
| Vanguard Real Estate Index | Mutual Funds | — | — | $1.3M | 1.3% | |
| Carillon Eagle Mid Cap Growth Fund | Other securities | — | — | $1.2M | 1.2% | |
| American Funds American High-Income Trust | Mutual Funds | — | — | $1.1M | 1.1% | |
| Putnam Small Cap Growth | Mutual Funds | — | — | $582K | 0.6% | |
| AllSpring Special Mid Cap Value CIT U | Common Collective Trusts | — | — | $560K | 0.6% | |
| T. Rowe Price Retirement Balanced Fund | Other securities | — | — | $238K | 0.2% | |
| AllSpring Special Small Cap Value | Other securities | — | — | $214K | 0.2% | |
| Victory Trivalent International SM-CP | Other securities | — | — | $187K | 0.2% | |
| T. Rowe Price Retirement 2005 Fund | Other securities | — | — | $13K | <0.1% | |
| T. Rowe Price Retirement 2015 | Other securities | — | — | $13K | <0.1% | |
| T. Rowe Price Retirement 2010 | Other securities | — | — | $11K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
