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Original filing (PDF)20250916151612NAL0005372610001
SUMMIT 7 SYSTEMS, LLC
Form 5500
FILING_RECEIVED
SUMMIT 7 SYSTEMS 401(K) PLAN
401(k) retirement plan
Active participants
223
Accounts w/ balance
174
Plan assets (EOY)
$8.5M
Net assets (EOY)
$8.5M
How this plan invests
This plan
41 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Participation health
100
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SUMMIT 7 SYSTEMS, LLC.
Plan sponsor
Name
SUMMIT 7 SYSTEMS, LLC
EIN
27-1467561
Address
2 PARADE STREET NW · HUNTSVILLE, AL · 35806
Phone
(256) 541-9638
Industry
Engineering Services· Professional & Technical Servicessee 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
2025-09-16
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)
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
BMSS, LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $12K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BMSS | 46-1498870 | — | ACCOUNTANT/AUDITOR | $22K | — |
Investments
40 direct securities· $8.4M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Investments FID Freedom Index 2055 Fund Investor Class | — | — | — | $1.7M | 20.0% | |
| Fidelity Investments FID Freedom Index 2040 Fund Investor Class | — | — | — | $1.5M | 18.0% | |
| Fidelity Investments FID Freedom Index 2050 Fund Investor Class | — | — | — | $957K | 11.3% | |
| Fidelity Investments FID 500 Index Fund | — | — | — | $781K | 9.2% | |
| Fidelity Investments FID Freedom Index 2060 Fund Investor Class | — | — | — | $501K | 5.9% | |
| Fidelity Investments FID Freedom Index 2035 Fund Investor Class | — | — | — | $451K | 5.3% | |
| Fidelity Investments FID Freedom Index 2045 Fund Investor Class | — | — | — | $369K | 4.4% | |
| Fidelity Investments FA Growth Opportunities Class I | — | — | — | $362K | 4.3% | |
| Fidelity Investments FID Freedom Index 2030 Fund Investor Class | — | — | — | $347K | 4.1% | |
| American Century AC Large Cap Equity Class I | — | — | — | $237K | 2.8% | |
| Gabelli US Money Market Fund | — | — | — | $185K | 2.2% | |
| American Funds AF The Growth Fund of America Class R-5E | — | — | — | $169K | 2.0% | |
| Fidelity Investments FA Value Strategies Fund - Class A | — | — | — | $167K | 2.0% | |
| Fidelity Investments FID Freedom Index 2065 Fund Investor Class | — | — | — | $153K | 1.8% | |
| Fidelity Investments FA Small Cap Growth Fund - Class A | — | — | — | $82K | 1.0% | |
| Fidelity Investments FA International Capital Appreciation Class I | — | — | — | $74K | 0.9% | |
| Fidelity Investments FID Freedom Index 2025 Fund Investor Class | — | — | — | $66K | 0.8% | |
| American Funds AF Capital World Growth and Income Fund | — | — | — | $53K | 0.6% | |
| MFS Investments MFS Mid Cap Growth Fund Class R4 | — | — | — | $39K | 0.5% | |
| Fidelity Investments FID Large Cap Value Index Fund | — | — | — | $37K | 0.4% | |
| Janus Henderson Janus Henderson Enterprise Fund Class I | — | — | — | $34K | 0.4% | |
| Allspring AS Special Mid Cap Value Fund Class R6 ** 161 BlackRock Equity Dividend Fund | — | — | — | $29K | 0.3% | |
| Fidelity Investments FA Total Bond Fund - Class M | — | — | — | $22K | 0.3% | |
| Fidelity Investments FA Asset Manager 85% Class I | — | — | — | $18K | 0.2% | |
| Fidelity Investments FA Asset Manager 50% Class I | — | — | — | $15K | 0.2% | |
| American Century AC Small Cap Value Fund R5 Class | — | — | — | $12K | 0.1% | |
| American Funds AF Fundamental Investors Class R-5E | — | — | — | $8K | <0.1% | |
| Invesco Global Real Estate Fund R5 Class | — | — | — | $8K | <0.1% | |
| Fidelity Investments FID Mid Cap Value Index Fund | — | — | — | $7K | <0.1% | |
| Fidelity Investments FID Small Cap Value Index Fund | — | — | — | $7K | <0.1% | |
| Fidelity Investments FA Asset Manager 70% Class I | — | — | — | $6K | <0.1% | |
| Fidelity Investments FA Stock Selector Small Cap Class I | — | — | — | $5K | <0.1% | |
| MFS Investments MFS Value Fund Class R4 | — | — | — | $4K | <0.1% | |
| Fidelity Investments FID Small Cap Value Index Fund | — | — | — | $4K | <0.1% | |
| Fidelity Investments FID Large Cap Growth Index Fund | — | — | — | $4K | <0.1% | |
| Fidelity Investments FA Stock Selector Mid Cap Class I | — | — | — | $4K | <0.1% | |
| Fidelity Investments FID Freedom Index 2070 Fund Investor Class ** 77 AllianceBernstein AB Small Cap Growth Portfolio Advisor Class | — | — | — | $4K | <0.1% | |
| American Funds AF New World Fund R4 | — | — | — | $3K | <0.1% | |
| Franklin Mutual Franklin Mutual Global Discovery Fund Class Z | — | — | — | $2K | <0.1% | |
| BlackRock Global Allocation Fund Class I | — | — | — | $2K | <0.1% |