Julie PAHL signed Summit Restaurant Holdings, LLC's 2022 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Summit Restaurant Holdings, LLC's EIN is 35-2488578.
Download the official 2022 Form 5500 (PDF) for Summit Restaurant Holdings, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2022 Form 5500 (PDF)Summit Restaurant Holdings, LLC's plan includes ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA), profit-sharing.
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 | $32K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SAGEVIEW ADVISORY GROUP LLC | 33-0818667 | — | ADVISOR | $20K | — |
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 | |||||
|---|---|---|---|---|---|---|
| SCHWAB IDX RET 2030 CHARLES SCHWAB BANK · EIN 81-0625169 / PN 015 | Common Collective Trust | — | — | $975K | 35.7% | |
| SCHWAB IDX RET 2035 CHARLES SCHWAB BANK · EIN 81-0625169 / PN 016 | Common Collective Trust | — | — | $607K | 22.3% | |
| SCHWAB IDX RET 2040 CHARLES SCHWAB BANK · EIN 81-0625169 / PN 017 | Common Collective Trust | — | — | $265K | 9.7% | |
| SCHWAB IDX RET 2025 CHARLES SCHWAB BANK · EIN 81-0625169 / PN 014 | Common Collective Trust | — | — | $246K | 9.0% | |
| SCHWAB IDX RET 2045 CHARLES SCHWAB BANK · EIN 81-0625169 / PN 018 | Common Collective Trust | — | — | $216K | 7.9% | |
| SCHWAB IDX RET 2050 CHARLES SCHWAB BANK · EIN 81-0625169 / PN 019 | Common Collective Trust | — | — | $168K | 6.2% | |
| SCHWAB IDX RET 2055 CHARLES SCHWAB BANK · EIN 81-0625169 / PN 021 | Common Collective Trust | — | — | $100K | 3.7% | |
| SCHWAB IDX RET 2060 CHARLES SCHWAB BANK · EIN 81-0625169 / PN 023 | Common Collective Trust | — | — | $63K | 2.3% | |
| SCHWAB IDX RET 2020 CHARLES SCHWAB BANK · EIN 81-0625169 / PN 013 | Common Collective Trust | — | — | $51K | 1.9% | |
| Fidelity Mid C ap Index | Mutual Funds | — | — | $12K | 0.4% | |
| Baird Asset Management BAIRD C ORE PLUS INST 935 * Fidelity 500 Index | Common Collective Trusts | — | — | $8K | 0.3% | |
| Fidelity Small C ap Index | Mutual Funds | — | — | $6K | 0.2% | |
| SCHWAB IDX RET 2015 CHARLES SCHWAB BANK · EIN 81-0625169 / PN 012 | Common Collective Trust | — | — | $3K | <0.1% | |
| Fidelity International Index 604 JP Morgan JPM EMRG MKTS EQ R6 566 JP Morgan JPM C ORE BOND R6 | Mutual Funds | — | — | $2K | <0.1% | |
| CT STABLE INC I-0 AMERIPRISE TRUST COMPANY · EIN 41-0007957 / PN 060 | Common Collective Trust | — | — | $962 | <0.1% | |
| SCHWAB IDX RET 2010 CHARLES SCHWAB BANK · EIN 81-0625169 / PN 011 | Common Collective Trust | — | — | $324 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GBQ PARTNERS LLC | 20-2122306 | — | ACCOUNTANT/AUDITOR | $10K | — |
