Summit Technical Solutions, LLC's EIN is 30-0002326.
Download the official 2024 Form 5500 (PDF) for Summit Technical Solutions, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Summit Technical Solutions, 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 |
|---|---|---|---|---|---|
| STANCORP FINANCIAL GROUP | 93-1253576 | — | NONE | $30K | — |
| SECURIAN FINANCIAL SERVICES, INC. | 41-1486060 | — | NONE | $30K | — |
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 | |||||
|---|---|---|---|---|---|---|
| SEPARATE ACCOUNT A STANDARD INSURANCE COMPANY · EIN 93-0242990 / PN 005 | Pooled Separate Account | — | — | $7.7M | 96.3% | |
| JPMorgan SmartRetirement 2050 R6 | Other securities | — | — | $1.3M | 16.8% | |
| JPMorgan SmartRetirement 2025 R6 | Other securities | — | — | $1.1M | 14.0% | |
| JPMorgan SmartRetirement 2035 R6 | Other securities | — | — | $1.0M | 12.6% | |
| JPMorgan Large Cap Growth R6 | Other securities | — | — | $693K | 8.7% | |
| T. Rowe Price New Horizons I | Other securities | — | — | $603K | 7.6% | |
| JPMorgan SmartRetirement 2040 R6 | Other securities | — | — | $486K | 6.1% | |
| Vanguard 500 Index Admiral | Common Collective Trusts | — | — | $400K | 5.0% | |
| JPMorgan SmartRetirement 2045 R6 | Other securities | — | — | $386K | 4.9% | |
| JPMorgan SmartRetirement 2030 R6 | Other securities | — | — | $368K | 4.6% | |
| JPMorgan SmartRetirement 2020 R6 | Other securities | — | — | $315K | 4.0% | |
| MFS Value R6 | Mutual Funds | — | — | $132K | 1.7% | |
| American Funds New Perspective R6 | Mutual Funds | — | — | $128K | 1.6% | |
| PIMCO Real Return Instl | Mutual Funds | — | — | $126K | 1.6% | |
| JP Morgan Smart Retirement Income R6 | Other securities | — | — | $104K | 1.3% | |
| Participant loans | Participant loans | — | — | $93K | 1.2% | |
| American Beacon Sm Cp Val R6 | Other securities | — | — | $92K | 1.2% | |
| T. Rowe Price Balanced I | Other securities | — | — | $89K | 1.1% | |
| Vanguard Mid Cap Indx Adm | Mutual Funds | — | — | $77K | 1.0% | |
| Vanguard Sm-Cap Index Admiral | Mutual Funds | — | — | $72K | 0.9% | |
| Neuberger Berman MidCap GR R6 | Other securities | — | — | $48K | 0.6% | |
| Allspring Spec Midcap Value Ins | Other securities | — | — | $46K | 0.6% | |
| Stable Asset A Fund | Other securities | — | — | $42K | 0.5% | |
| Dodge & Cox Income I | Mutual Funds | — | — | $22K | 0.3% | |
| MFS International Diversification R6 | Mutual Funds | — | — | $13K | 0.2% | |
| Vanguard Total Bond Market Index Admiral | Mutual Funds | — | — | $8K | 0.1% | |
| Invesco Developing Markets Y | Mutual Funds | — | — | $3K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
