Sherry D. Jones signed Summit Design & Engineering Services,PLLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Summit Design & Engineering Services,PLLC's EIN is 30-0236228.
Download the official 2024 Form 5500 (PDF) for Summit Design & Engineering Services,PLLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Summit Design & Engineering Services,PLLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ASCENSUS LLC | 11-3665754 | — | NONE | $10K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RESOURCES INVESTMENT ADVISORS CO. | — | DALLAS, TX | NONE | $38K | — |
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 | |||||
|---|---|---|---|---|---|---|
| T. ROWE PRICE RETIREMENT 2030 TRUST T. ROWE PRICE · EIN 38-7010946 / PN 384 | Common Collective Trust | — | — | $3.0M | 12.4% | |
| Vanguard 500 Index Adm Vanguard 0 | Common Collective Trusts | — | — | $2.9M | 12.0% | |
| Fidelity Advisor Equity Growth Z Fidelity 0 | Mutual Funds | — | — | $2.5M | 10.3% | |
| T. ROWE PRICE RETIREMENT 2045 TRUST T. ROWE PRICE · EIN 32-6199848 / PN 393 | Common Collective Trust | — | — | $2.0M | 8.2% | |
| T. ROWE PRICE RETIREMENT 2035 TRUST T. ROWE PRICE · EIN 36-7595013 / PN 387 | Common Collective Trust | — | — | $1.9M | 7.9% | |
| T. ROWE PRICE RETIREMENT 2055 TRUST T. ROWE PRICE · EIN 35-6941728 / PN 399 | Common Collective Trust | — | — | $1.6M | 6.6% | |
| T. ROWE PRICE RETIREMENT 2025 TRUST T. ROWE PRICE · EIN 37-6495447 / PN 381 | Common Collective Trust | — | — | $1.6M | 6.5% | |
| T. ROWE PRICE RETIREMENT 2040 TRUST T. ROWE PRICE · EIN 35-6941729 / PN 390 | Common Collective Trust | — | — | $1.3M | 5.5% | |
| T. ROWE PRICE RETIREMENT 2050 TRUST T. ROWE PRICE · EIN 30-6303214 / PN 396 | Common Collective Trust | — | — | $1.3M | 5.4% | |
| American Funds American Balanced R6 American Funds 0 | Mutual Funds | — | — | $1.3M | 5.3% | |
| T. ROWE PRICE RETIREMENT 2055 TRUST T. ROWE PRICE · EIN 47-1088316 / PN 363 | Common Collective Trust | — | — | $1.0M | 4.2% | |
| MORLEY STABLE VALUE FUND FEE CLASS MORLEY FINANCIAL SERVICES, INC. · EIN 93-6274329 / PN 125 | Common Collective Trust | — | — | $682K | 2.8% | |
| Fidelity Small Cap Index Fidelity 0 | Mutual Funds | — | — | $462K | 1.9% | |
| Fidelity Mid Cap Index Fidelity 0 | Mutual Funds | — | — | $432K | 1.8% | |
| Vanguard Equity Income Adm Vanguard 0 | Mutual Funds | — | — | $429K | 1.8% | |
| Fidelity International Index Fidelity 0 | Mutual Funds | — | — | $406K | 1.7% | |
| Dodge & Cox Income X Dodge & Cox 0 | Mutual Funds | — | — | $400K | 1.7% | |
| Contribution Account Ascensus Trust Company 0 5 Various Rates and Maturities Participant's Loan Account 0 | Common Stocks | — | — | $342K | 1.4% | |
| Macquarie Mid Cap Growth R6 Macquarie 0 | Other securities | — | — | $199K | 0.8% | |
| Fidelity RealEstate Investment Portf Fidelity 0 | Mutual Funds | — | — | $155K | 0.6% | |
| T. ROWE PRICE RETIREMENT 2020 TRUST T. ROWE PRICE · EIN 36-7594871 / PN 378 | Common Collective Trust | — | — | $126K | 0.5% | |
| T. ROWE PRICE RETIREMENT 2010 TRUST T. ROWE PRICE · EIN 32-6199795 / PN 326 | Common Collective Trust | — | — | $59K | 0.2% | |
| MFS Mid Cap Value R6 MFS 0 | Mutual Funds | — | — | $49K | 0.2% | |
| American Funds US Government Sec R6 American Funds 0 | Mutual Funds | — | — | $45K | 0.2% | |
| T. ROWE PRICE RETIREMENT 2015 TRUST T. ROWE PRICE · EIN 35-6941654 / PN 375 | Common Collective Trust | — | — | $44K | 0.2% | |
| T. ROWE PRICE RETIREMENT 2065 TRUST T. ROWE PRICE · EIN 85-1763138 / PN 316 | Common Collective Trust | — | — | $5K | <0.1% | |
| CL)RESOURCES DIVERSIFIED EQUITY CL ALTA TRUST · EIN 83-2060613 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| AM1 CORE FIXED INCOME CL 1 ALTA TRUST · EIN 83-2064950 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| CL)RESOURCES DIVERS RISK MITIGATION ALTA TRUST · EIN 83-2080943 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
