Vincent Lombardo signed Summit 7 Systems, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Summit 7 Systems, LLC's EIN is 27-1467561.
Download the official 2024 Form 5500 (PDF) for Summit 7 Systems, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Summit 7 Systems, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, 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 | $12K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BMSS | 46-1498870 | — | ACCOUNTANT/AUDITOR | $22K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity Investments FID Freedom Index 2055 Fund Investor Class | Mutual Funds | — | — | $1.7M | 20.0% | |
| Fidelity Investments FID Freedom Index 2040 Fund Investor Class | Mutual Funds | — | — | $1.5M | 18.0% | |
| Fidelity Investments FID Freedom Index 2050 Fund Investor Class | Mutual Funds | — | — | $957K | 11.3% | |
| Fidelity Investments FID 500 Index Fund | Common Collective Trusts | — | — | $781K | 9.2% | |
| Fidelity Investments FID Freedom Index 2060 Fund Investor Class | Mutual Funds | — | — | $501K | 5.9% | |
| Fidelity Investments FID Freedom Index 2035 Fund Investor Class | Mutual Funds | — | — | $451K | 5.3% | |
| Fidelity Investments FID Freedom Index 2045 Fund Investor Class | Mutual Funds | — | — | $369K | 4.4% | |
| Fidelity Investments FA Growth Opportunities Class I | Mutual Funds | — | — | $362K | 4.3% | |
| Fidelity Investments FID Freedom Index 2030 Fund Investor Class | Mutual Funds | — | — | $347K | 4.1% | |
| American Century AC Large Cap Equity Class I | Other securities | — | — | $237K | 2.8% | |
| Gabelli US Money Market Fund | Cash / Money Market | — | — | $185K | 2.2% | |
| American Funds AF The Growth Fund of America Class R-5E | Mutual Funds | — | — | $169K | 2.0% | |
| Fidelity Investments FA Value Strategies Fund - Class A | Mutual Funds | — | — | $167K | 2.0% | |
| Fidelity Investments FID Freedom Index 2065 Fund Investor Class | Mutual Funds | — | — | $153K | 1.8% | |
| Fidelity Investments FA Small Cap Growth Fund - Class A | Mutual Funds | — | — | $82K | 1.0% | |
| Fidelity Investments FA International Capital Appreciation Class I | Mutual Funds | — | — | $74K | 0.9% | |
| Fidelity Investments FID Freedom Index 2025 Fund Investor Class | Mutual Funds | — | — | $66K | 0.8% | |
| American Funds AF Capital World Growth and Income Fund | Mutual Funds | — | — | $53K | 0.6% | |
| MFS Investments MFS Mid Cap Growth Fund Class R4 | Mutual Funds | — | — | $39K | 0.5% | |
| Fidelity Investments FID Large Cap Value Index Fund | Common Collective Trusts | — | — | $37K | 0.4% | |
| Janus Henderson Janus Henderson Enterprise Fund Class I | Mutual Funds | — | — | $34K | 0.4% | |
| Allspring AS Special Mid Cap Value Fund Class R6 ** 161 BlackRock Equity Dividend Fund | Other securities | — | — | $29K | 0.3% | |
| Fidelity Investments FA Total Bond Fund - Class M | Mutual Funds | — | — | $22K | 0.3% | |
| Fidelity Investments FA Asset Manager 85% Class I | Mutual Funds | — | — | $18K | 0.2% | |
| Fidelity Investments FA Asset Manager 50% Class I | Mutual Funds | — | — | $15K | 0.2% | |
| American Century AC Small Cap Value Fund R5 Class | Other securities | — | — | $12K | 0.1% | |
| American Funds AF Fundamental Investors Class R-5E | Mutual Funds | — | — | $8K | <0.1% | |
| Invesco Global Real Estate Fund R5 Class | Mutual Funds | — | — | $8K | <0.1% | |
| Fidelity Investments FID Mid Cap Value Index Fund | Common Collective Trusts | — | — | $7K | <0.1% | |
| Fidelity Investments FID Small Cap Value Index Fund | Common Collective Trusts | — | — | $7K | <0.1% | |
| Fidelity Investments FA Asset Manager 70% Class I | Mutual Funds | — | — | $6K | <0.1% | |
| Fidelity Investments FA Stock Selector Small Cap Class I | Mutual Funds | — | — | $5K | <0.1% | |
| MFS Investments MFS Value Fund Class R4 | Mutual Funds | — | — | $4K | <0.1% | |
| Fidelity Investments FID Small Cap Value Index Fund | Common Collective Trusts | — | — | $4K | <0.1% | |
| Fidelity Investments FID Large Cap Growth Index Fund | Common Collective Trusts | — | — | $4K | <0.1% | |
| Fidelity Investments FA Stock Selector Mid Cap Class I | Mutual Funds | — | — | $4K | <0.1% | |
| Fidelity Investments FID Freedom Index 2070 Fund Investor Class ** 77 AllianceBernstein AB Small Cap Growth Portfolio Advisor Class | Mutual Funds | — | — | $4K | <0.1% | |
| American Funds AF New World Fund R4 | Mutual Funds | — | — | $3K | <0.1% | |
| Franklin Mutual Franklin Mutual Global Discovery Fund Class Z | Mutual Funds | — | — | $2K | <0.1% | |
| BlackRock Global Allocation Fund Class I | Other securities | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
