Sarah Rich signed Summit Financial, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Summit Financial, LLC's EIN is 37-1895248.
Download the official 2024 Form 5500 (PDF) for Summit Financial, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Summit Financial, 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 |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $3K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| DFA US LARGE CO FUND I | Registered Investment Companies | — | — | $6.9M | 29.9% | |
| VANGUARD MID CAP INDEX - ADM | Registered Investment Companies | — | — | $2.8M | 12.3% | |
| VANGUARD FEDERAL MM INV | Registered Investment Companies | — | — | $2.4M | 10.3% | |
| VANGUARD DEV MKT INDEX ADMIRAL | Registered Investment Companies | — | — | $1.3M | 5.5% | |
| AMC DIVERSIFIED BOND - R6 | Registered Investment Companies | — | — | $1.0M | 4.4% | |
| VAN TARGET RETIRE 2030 | Registered Investment Companies | — | — | $886K | 3.9% | |
| VANG TOT STK MKT IDX - ADMIRAL | Registered Investment Companies | — | — | $808K | 3.5% | |
| VANGUARD SMALL CAP INDEX ADMRL | Registered Investment Companies | — | — | $666K | 2.9% | |
| VAN TARGET RETIRE 2045 | Registered Investment Companies | — | — | $655K | 2.9% | |
| VAN TARGET RETIRE INC | Registered Investment Companies | — | — | $648K | 2.8% | |
| VAN TARGET RETIRE 2050 | Registered Investment Companies | — | — | $578K | 2.5% | |
| VAN TARGET RETIRE 2040 | Registered Investment Companies | — | — | $540K | 2.4% | |
| VAN TARGET RETIRE 2035 | Registered Investment Companies | — | — | $477K | 2.1% | |
| TRO SPECTRUM MOD ALLOC | Registered Investment Companies | — | — | $472K | 2.1% | |
| VAN TARGET RETIRE 2055 | Registered Investment Companies | — | — | $315K | 1.4% | |
| VANGUARD EMG MKTS STK IDX ADM | Registered Investment Companies | — | — | $292K | 1.3% | |
| VAN TARGET RETIRE 2025 | Registered Investment Companies | — | — | $292K | 1.3% | |
| VANGUARD TOT BND MKT IND- ADM | Registered Investment Companies | — | — | $280K | 1.2% | |
| PIMCO INCOME FUND - INSTL | Registered Investment Companies | — | — | $249K | 1.1% | |
| TRO SPECTRUM MOD GRTH ALLOC | Registered Investment Companies | — | — | $220K | 1.0% | |
| VAN TARG RETIRE 2060 | Registered Investment Companies | — | — | $192K | 0.8% | |
| VAN FTSE AW EX US SMCPIN ADM | Registered Investment Companies | — | — | $184K | 0.8% | |
| VANGUARD SHORT TERM INV GR ADM | Registered Investment Companies | — | — | $174K | 0.8% | |
| BLACKROCK GLBL ALLOCATION INST | Registered Investment Companies | — | — | $163K | 0.7% | |
| DFA GLOBAL REAL ESTATE SEC I | Registered Investment Companies | — | — | $72K | 0.3% | |
| VAN TARGET RETIRE 2020 | Registered Investment Companies | — | — | $63K | 0.3% | |
| VAN INFL PROTECTED SEC - ADMR | Registered Investment Companies | — | — | $60K | 0.3% | |
| TRP SPECTRUM CONSERV ALLOC | Registered Investment Companies | — | — | $49K | 0.2% | |
| AB GLOBAL BOND Z | Registered Investment Companies | — | — | $36K | 0.2% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
