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Original filing (PDF)20251014145120NAL0006428978001
SUMMIT ON-SITE SOLUTIONS, LLC
Form 5500
FILING_RECEIVED
SUMMIT ON-SITE SOLUTIONS 401(K) PLAN
401(k) retirement plan
Signals · 2
No recordkeeper disclosed11 service providers
Active participants
223
Accounts w/ balance
155
Plan assets (EOY)
$5.4M
Net assets (EOY)
$5.4M
How this plan invests
This plan
1 pooled trust
Schedule D
34 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 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
100
Vendor stack
80
Participation health
80
Knocking points off
- No recordkeeper disclosed on Schedule C.
- 70% balance-to-active ratio — below typical for a healthy 401(k).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SUMMIT ON-SITE SOLUTIONS, LLC.
Plan sponsor
Name
SUMMIT ON-SITE SOLUTIONS, LLC
EIN
27-0199570
Address
11233 SHADOW CREEK PKWY STE 303 · PEARLAND, TX · 775844100
Phone
(855) 692-5887
Industry
Outpatient Care Centers· Health Care & Social Assistancesee 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
2025-10-14
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
2A · Age/service weighted or new comparability
2T · Default investment account (QDIA)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
WIPFLI LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
11 rowsOther
11| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| T ROWE PRICE RPS, INC | 52-1309931 | — | NONE | $24K | — |
| DIMENSIONAL FUNDS | 95-4470812 | — | NONE | $0 | — |
| PRUDENTIAL JENNISON | 22-3703799 | — | NONE | $0 | — |
| MFS FUNDS | 04-2747644 | — | NONE | $0 | — |
| FRANKLIN TEMPLETON | 13-2670991 | — | NONE | $0 | — |
| TIAA-CREF | 13-1624203 | — | NONE | $0 | — |
| VANGUARD GROUP | 23-1945930 | — | NONE | $0 | — |
| GOLDMAN SACHS FUNDS | 13-3575636 | — | NONE | $0 | — |
| BLACKROCK FUNDS | 04-6171663 | — | NONE | $0 | — |
| LEGG MASON | 52-1200960 | — | NONE | $0 | — |
| JP MORGAN FUNDS | 13-2624428 | — | NONE | $0 | — |
Investments
29 direct securities · 1 pooled fund· $5.4M(99% of reported assets)
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.
Uncategorized
$5.2M
29 holdings
Common Collective Trust
$200K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| T. Rowe Price Retirement 2045 Registered investment companies | — | — | — | $778K | 14.3% | |
| T. Rowe Price Government Money Interest bearing cash ** 370 * T. Rowe Price Blue Chip Growth Registered investment companies | — | — | — | $539K | 9.9% | |
| T. Rowe Price Retirement 2035 Registered investment companies | — | — | — | $532K | 9.8% | |
| Vanguard 500 Index Admiral Registered investment companies | — | — | — | $521K | 9.6% | |
| T. Rowe Price Retirement 2040 Registered investment companies | — | — | — | $415K | 7.6% | |
| T. Rowe Price Retirement 2055 Registered investment companies | — | — | — | $402K | 7.4% | |
| T. Rowe Price Retirement 2025 Registered investment companies | — | — | — | $351K | 6.4% | |
| T. Rowe Price Retirement 2030 Registered investment companies | — | — | — | $224K | 4.1% | |
| T. ROWE PRICE STABLE VALUE E T. ROWE PRICE · EIN 52-1309931 / PN 001 | Common Collective Trust | — | — | $200K | 3.7% | |
| T. Rowe Price Retirement 2050 Registered investment companies | — | — | — | $156K | 2.9% | |
| Vanguard Small Cap Index Registered investment companies | — | — | — | $150K | 2.8% | |
| T. Rowe Price Overseas Stock Registered investment companies | — | — | — | $107K | 2.0% | |
| Goldman Sachs Infl Protected Secs Intsl Registered investment companies | — | — | — | $93K | 1.7% | |
| MFS New Discovery Value Fund Class R4 Registered investment companies | — | — | — | $86K | 1.6% | |
| Franklin Small Cap Growth R6 Registered investment companies | — | — | — | $78K | 1.4% | |
| Participant loans Interest ranging from 4.25% to 9.50% - | — | — | — | $76K | 1.4% | |
| NUVEEN INTERNATIONAL EQUITY INDEX R6 MUTUAL FUND | — | — | — | $73K | 1.3% | |
| TIAA-CREF International EQ INDX INSTL Registered investment companies | — | — | — | $73K | 1.3% | |
| PGIM High Yield R6 Registered investment companies | — | — | — | $71K | 1.3% | |
| Vanguard Total Bond Market Index Registered investment companies | — | — | — | $68K | 1.2% | |
| T.Rowe Price Retirement 2060 Registered investment companies | — | — | — | $58K | 1.1% | |
| JP Morgan Mid Cap Equity Registered investment companies | — | — | — | $51K | 0.9% | |
| Blackrock Table Return K Registered investment companies | — | — | — | $50K | 0.9% | |
| T. ROWE PRICE RETIREMENT 2065 INV MUTUAL FUND | — | — | — | $46K | 0.8% | |
| MFS Value Registered investment companies | — | — | — | $46K | 0.8% | |
| T. Rowe Price Retirement 2020 Registered investment companies | — | — | — | $41K | 0.8% | |
| DFA Commodity strategy Registered investment companies | — | — | — | $40K | 0.7% | |
| Vanguard Emerging Markets Stock Index Registered investment companies | — | — | — | $28K | 0.5% | |
| TIAA-CREF Real Estate SEC INSTL Registered investment companies | — | — | — | $19K | 0.4% | |
| T. Rowe Price Retirement 2015 Registered investment companies | — | — | — | $12K | 0.2% |
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