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Original filing (PDF)20251002173653NAL0000750801001
SUMMIT TECHNICAL SOLUTIONS, LLC
Form 5500
FILING_RECEIVED
SUMMIT TECHNICAL SOLUTIONS, LLC 401(K) PLAN
401(k) retirement plan
Active participants
72
Accounts w/ balance
144
Plan assets (EOY)
$7.9M
Net assets (EOY)
$7.9M
How this plan invests
This plan
1 pooled trust
Schedule D
26 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
80
Vendor stack
100
Participation health
100
Knocking points off
- 75 bps in Schedule C fees — modestly above peer band of 52 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SUMMIT TECHNICAL SOLUTIONS, LLC.
Plan sponsor
Name
SUMMIT TECHNICAL SOLUTIONS, LLC
EIN
30-0002326
Address
7150 CAMPUS DRIVE · SUITE 200 · COLORADO SPRINGS, CO · 80920
Phone
(719) 520-9787
Industry
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
2025-10-02
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)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
STOCKMAN, KAST, & RYAN
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STANCORP FINANCIAL GROUP | 93-1253576 | — | NONE | $30K | — |
| SECURIAN FINANCIAL SERVICES, INC. | 41-1486060 | — | NONE | $30K | — |
Investments
26 direct securities · 1 pooled fund· $15.4M(100% 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
$7.8M
26 holdings
Pooled Separate Account
$7.7M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| SEPARATE ACCOUNT A STANDARD INSURANCE COMPANY · EIN 93-0242990 / PN 005 | Pooled Separate Account | — | — | $7.7M | 96.3% | |
| JPMorgan SmartRetirement 2050 R6 | — | — | — | $1.3M | 16.8% | |
| JPMorgan SmartRetirement 2025 R6 | — | — | — | $1.1M | 14.0% | |
| JPMorgan SmartRetirement 2035 R6 | — | — | — | $1.0M | 12.6% | |
| JPMorgan Large Cap Growth R6 | — | — | — | $693K | 8.7% | |
| T. Rowe Price New Horizons I | — | — | — | $603K | 7.6% | |
| JPMorgan SmartRetirement 2040 R6 | — | — | — | $486K | 6.1% | |
| Vanguard 500 Index Admiral | — | — | — | $400K | 5.0% | |
| JPMorgan SmartRetirement 2045 R6 | — | — | — | $386K | 4.9% | |
| JPMorgan SmartRetirement 2030 R6 | — | — | — | $368K | 4.6% | |
| JPMorgan SmartRetirement 2020 R6 | — | — | — | $315K | 4.0% | |
| MFS Value R6 | — | — | — | $132K | 1.7% | |
| American Funds New Perspective R6 | — | — | — | $128K | 1.6% | |
| PIMCO Real Return Instl | — | — | — | $126K | 1.6% | |
| JP Morgan Smart Retirement Income R6 | — | — | — | $104K | 1.3% | |
| Participant loans | — | — | — | $93K | 1.2% | |
| American Beacon Sm Cp Val R6 | — | — | — | $92K | 1.2% | |
| T. Rowe Price Balanced I | — | — | — | $89K | 1.1% | |
| Vanguard Mid Cap Indx Adm | — | — | — | $77K | 1.0% | |
| Vanguard Sm-Cap Index Admiral | — | — | — | $72K | 0.9% | |
| Neuberger Berman MidCap GR R6 | — | — | — | $48K | 0.6% | |
| Allspring Spec Midcap Value Ins | — | — | — | $46K | 0.6% | |
| Stable Asset A Fund | — | — | — | $42K | 0.5% | |
| Dodge & Cox Income I | — | — | — | $22K | 0.3% | |
| MFS International Diversification R6 | — | — | — | $13K | 0.2% | |
| Vanguard Total Bond Market Index Admiral | — | — | — | $8K | 0.1% | |
| Invesco Developing Markets Y | — | — | — | $3K | <0.1% |
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