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Original filing (PDF)20250627130935NAL0009813265001
SUMMIT DESIGN & ENGINEERING SERVICES,PLLC
Form 5500
FILING_RECEIVED
SUMMIT DESIGN & ENGINEERING SERVICES, PLLC EMPLOYEES SAVINGS TRUST
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
410
Accounts w/ balance
374
Plan assets (EOY)
$24.2M
Net assets (EOY)
$24.2M
How this plan invests
This plan
16 pooled trusts
Schedule D
26 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (20 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SUMMIT DESIGN & ENGINEERING SERVICES,PLLC.
Plan sponsor
Name
SUMMIT DESIGN & ENGINEERING SERVICES,PLLC
EIN
30-0236228
Address
320 EXECUTIVE COURT · HILLSBOROUGH, NC · 27278
Phone
(919) 732-3883
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
2025-06-27
Pension benefit codes
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
WILLIAMS OVERMAN PIERCE LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RESOURCES INVESTMENT ADVISORS CO. | — | DALLAS, TX | NONE | $38K | — |
| ASCENSUS LLC | 11-3665754 | — | NONE | $10K | — |
Investments
13 direct securities · 16 pooled funds· $24.2M(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.
Common Collective Trust
$14.6M
16 holdings
Uncategorized
$9.6M
13 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % 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 | — | — | — | $2.9M | 12.0% | |
| Fidelity Advisor Equity Growth Z Fidelity 0 | — | — | — | $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 | — | — | — | $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 | — | — | — | $462K | 1.9% | |
| Fidelity Mid Cap Index Fidelity 0 | — | — | — | $432K | 1.8% | |
| Vanguard Equity Income Adm Vanguard 0 | — | — | — | $429K | 1.8% | |
| Fidelity International Index Fidelity 0 | — | — | — | $406K | 1.7% | |
| Dodge & Cox Income X Dodge & Cox 0 | — | — | — | $400K | 1.7% | |
| Contribution Account Ascensus Trust Company 0 5 Various Rates and Maturities Participant's Loan Account 0 | — | — | — | $342K | 1.4% | |
| Macquarie Mid Cap Growth R6 Macquarie 0 | — | — | — | $199K | 0.8% | |
| Fidelity RealEstate Investment Portf Fidelity 0 | — | — | — | $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 | — | — | — | $49K | 0.2% | |
| American Funds US Government Sec R6 American Funds 0 | — | — | — | $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% |
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