Geron Daugherty signed Summit Medical Center, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Summit Medical Center, LLC's EIN is 27-0826862.
Download the official 2024 Form 5500 (PDF) for Summit Medical Center, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Summit Medical Center, LLC's plan includes a 401(k) feature, ERISA 404(c) participant direction, profit-sharing, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $17K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| KESTRA INVESTMENT SERVICES LLC | 35-2552359 | — | ADVISOR | $22K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| s * Fidelity Freedom 2035 Fund K6 | Mutual Funds | — | $70K | $1.1M | 15.8% | |
| Fidelity Blue Chip Growth Fund K6 | Mutual Funds | — | $22K | $802K | 11.6% | |
| Fidelity Freedom 2040 Fund K6 | Mutual Funds | — | $64K | $741K | 10.8% | |
| Fidelity Freedom 2030 Fund K6 | Mutual Funds | — | $42K | $727K | 10.6% | |
| Fidelity Freedom 2050 Fund K6 | Mutual Funds | — | $47K | $634K | 9.2% | |
| Fidelity Freedom 2045 Fund K6 | Mutual Funds | — | $40K | $536K | 7.8% | |
| Fidelity Freedom 2055 Fund K6 | Mutual Funds | — | $32K | $506K | 7.3% | |
| MFS Mid Cap Growth Fund Class R6 | Mutual Funds | — | $7K | $219K | 3.2% | |
| Fidelity 500 Index Fund | Common Collective Trusts | — | $1K | $212K | 3.1% | |
| Notes Receivable From Participants Interest rates ranging from 3.25% to 8.50%; maturity dates through August 2029 | Bonds / Notes | — | — | $193K | 2.8% | |
| Fidelity Freedom 2025 Fund K6 | Mutual Funds | — | $11K | $149K | 2.2% | |
| AB Small Cap Growth Portfolio Class Z | Other securities | — | $2K | $132K | 1.9% | |
| Fully Benefit-Responsive Investment Contract, at Contract Value Standard Guaranteed Fixed Interest Fund IV | Other securities | — | $4K | $109K | 1.6% | |
| Money Market Mutual Fund * Fidelity Government Money Market Fund | Mutual Funds | — | $98K | $98K | 1.4% | |
| Fidelity Freedom 2060 Fund K6 | Mutual Funds | — | $5K | $73K | 1.1% | |
| Fidelity Freedom 2020 Fund K6 | Mutual Funds | — | $5K | $68K | 1.0% | |
| MFS Massachusetts Investors Trust Class R6 | Mutual Funds | — | $2K | $61K | 0.9% | |
| American Funds American Mutual Fund Class R6 | Mutual Funds | — | $1K | $58K | 0.8% | |
| Fidelity Freedom 2065 Fund K6 | Mutual Funds | — | $4K | $56K | 0.8% | |
| Fidelity Global ex U.S. Index Fund | Common Collective Trusts | — | $4K | $52K | 0.8% | |
| JPM US Equity R6 | Other securities | — | $2K | $44K | 0.6% | |
| AS Small Cap Value Fund Class R6 | Other securities | — | $1K | $42K | 0.6% | |
| Fidelity International Capital Appreciation Fund K6 | Mutual Funds | — | $3K | $42K | 0.6% | |
| Fidelity Mid Cap Index Fund | Common Collective Trusts | — | $1K | $41K | 0.6% | |
| American Century Mid Cap Value Fund Class R6 | Other securities | — | $2K | $36K | 0.5% | |
| RBC Emerging Markets Equity Fund Class R6 | Other securities | — | $2K | $25K | 0.4% | |
| Fidelity Total Bond Fund K6 | Mutual Funds | — | $3K | $25K | 0.4% | |
| JPM Government Bond R6 | U.S. Treasuries | — | $2K | $22K | 0.3% | |
| Fidelity Inflation-Protected Bond Index Fund 889 | Common Collective Trusts | — | — | $8K | 0.1% | |
| C&S Realty Shares Fund Class Z 109 | Other securities | — | — | $7K | 0.1% | |
| Fidelity U.S. Bond Index Fund 675 | Common Collective Trusts | — | — | $7K | 0.1% | |
| Fidelity Small Cap Index Fund 97 | Common Collective Trusts | — | — | $3K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
