Scott Goldstein signed Summit Bank's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Summit Bank's EIN is 41-2114771.
Download the official 2024 Form 5500 (PDF) for Summit Bank from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Summit Bank's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE VANGUARD GROUP, INC. | 23-1945930 | — | NONE | $2K | — |
| ASCENSUS, LLC | 11-3665754 | — | NONE | $2 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ROEHL & YI INVESTMENT ADV LLC | — | EUGENE, OR | NONE |
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.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| $27K |
| — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| PRINCIPAL LIFETIME HYBRID 2045 CIT PRINCIPAL GLOBAL INVESTORS TRUST COMPANY · EIN 26-6447574 / PN 008 | Common Collective Trust | — | — | $1.7M | 13.5% | |
| (Principal) * The Vanguard Group, Inc. Vanguard 500 Index Fund Admiral Shares | Common Collective Trusts | — | — | $1.4M | 11.0% | |
| PRINCIPAL LIFETIME HYBRID 2035 CIT PRINCIPAL GLOBAL INVESTORS TRUST COMPANY · EIN 26-6447574 / PN 006 | Common Collective Trust | — | — | $953K | 7.8% | |
| PRINCIPAL LIFETIME HYBRID 2030 CIT PRINCIPAL GLOBAL INVESTORS TRUST COMPANY · EIN 26-6447574 / PN 005 | Common Collective Trust | — | — | $867K | 7.1% | |
| PRINCIPAL LIFETIME HYBRID 2020 CIT PRINCIPAL GLOBAL INVESTORS TRUST COMPANY · EIN 26-6447574 / PN 003 | Common Collective Trust | — | — | $686K | 5.6% | |
| PRINCIPAL LIFETIME HYBRID 2050 CIT PRINCIPAL GLOBAL INVESTORS TRUST COMPANY · EIN 26-6447574 / PN 009 | Common Collective Trust | — | — | $630K | 5.1% | |
| The Vanguard Group, Inc. Vanguard Federal Money Market Fund | Mutual Funds | — | — | $589K | 4.8% | |
| PRINCIPAL LIFETIME HYBRID 2060 CIT PRINCIPAL GLOBAL INVESTORS TRUST COMPANY · EIN 26-6447574 / PN 012 | Common Collective Trust | — | — | $547K | 4.5% | |
| The Vanguard Group, Inc. Vanguard Mid Cap Index Admiral Shares | Mutual Funds | — | — | $526K | 4.3% | |
| The Vanguard Group, Inc. Vanguard Small Cap Index Admiral | Mutual Funds | — | — | $495K | 4.0% | |
| Shares Alliance Bernstein AB U.S. Large Cap Growth Fund | Other securities | — | — | $419K | 3.4% | |
| PRINCIPAL LIFETIME HYBRID 2025 CIT PRINCIPAL GLOBAL INVESTORS TRUST COMPANY · EIN 26-6447574 / PN 004 | Common Collective Trust | — | — | $397K | 3.2% | |
| PRINCIPAL LIFETIME HYBRID 2055 CIT PRINCIPAL GLOBAL INVESTORS TRUST COMPANY · EIN 26-6447574 / PN 010 | Common Collective Trust | — | — | $394K | 3.2% | |
| The Vanguard Group, Inc. Vanguard Equity Income Admiral Shares | Mutual Funds | — | — | $328K | 2.7% | |
| MORLEY STABLE VALUE FUND PRINCIPAL GLOBAL INVESTORS TRUST COMPANY · EIN 93-6274329 / PN 001 | Common Collective Trust | — | — | $279K | 2.3% | |
| PRINCIPAL LIFETIME HYBRID 2040 CIT PRINCIPAL GLOBAL INVESTORS TRUST COMPANY · EIN 26-6447574 / PN 007 | Common Collective Trust | — | — | $236K | 1.9% | |
| The Vanguard Group, Inc. Vanguard Total Bond Market Index | Mutual Funds | — | — | $226K | 1.8% | |
| Self-directed Brokerage Accounts VMS Ameritrade Self-directed brokerage accounts Self-directed Brokerage Accounts | Self-Directed Brokerage | — | — | $199K | 1.6% | |
| PRINCIPAL LIFETIME HYBRID 2065 CIT PRINCIPAL GLOBAL INVESTORS TRUST COMPANY · EIN 26-6447574 / PN 013 | Common Collective Trust | — | — | $157K | 1.3% | |
| PRINCIPAL LIFETIME HYBRID INC CIT PRINCIPAL GLOBAL INVESTORS TRUST COMPANY · EIN 26-6447574 / PN 011 | Common Collective Trust | — | — | $108K | 0.9% | |
| The Vanguard Group, Inc. Vanguard Real Estate Index Admiral | Mutual Funds | — | — | $104K | 0.9% | |
| Shares JP Morgan Chase & Co. JP Morgan Mid Cap Value Fund Class R6 | Common Stocks | — | — | $87K | 0.7% | |
| PARTICIPANT LOANS Interest 5.25% - 10.50% -0- | Bonds / Notes | — | — | $82K | 0.7% | |
| October 2028 and interest rates of 5.25% to 10.50% - | Bonds / Notes | — | — | $82K | 0.7% | |
| Summit Bank Group, Inc. Employer Securities | Common Stocks | — | — | $74K | 0.6% | |
| PIMCO Income Instl 6,299.373 shares, Registered Investment Company | Mutual Funds | — | — | $66K | 0.5% | |
| Yacktman Asset Management AMG Yacktman Fund Class I | Common Stocks | — | — | $65K | 0.5% | |
| American Funds EuroPacific Gr R6 970.809 shares, Registered Investment Company | Mutual Funds | — | — | $52K | 0.4% | |
| Fund Class R6 BlackRock High Yield Bond Portfolio | Common Stocks | — | — | $48K | 0.4% | |
| Class K * The Vanguard Group, Inc. Vanguard Developed Markets Index | Mutual Funds | — | — | $41K | 0.3% | |
| Included: ☑ Not Corrected Outside VFCP Correction PTE 2002-51 $ - $ - | Other securities | — | — | $38K | 0.3% | |
| Admiral Shares Pacific Investment Management Co. PIMCO International Bond | Mutual Funds | — | — | $37K | 0.3% | |
| (U.S. Dollar Hedged) Institutional Class Principal Diversified Real Asset R6 | Common Stocks | — | — | $27K | 0.2% | |
| American Funds American Funds New World Fund Class | Mutual Funds | — | — | $23K | 0.2% | |
| PRINCIPAL LIFETIME HYBRID 2015 CIT PRINCIPAL GLOBAL INVESTORS TRUST COMPANY · EIN 26-6447574 / PN 002 | Common Collective Trust | — | — | $21K | 0.2% | |
| BlackRock Systematic Multi-Strategy | Other securities | — | — | $11K | <0.1% | |
| Fund - Class K Virtus Investment Partners Virtus KAR Small-Cap Value R6 | Other securities | — | — | $8K | <0.1% | |
| PRINCIPAL LIFETIME HYBRID 2070 CIT PRINCIPAL GLOBAL INVESTORS TRUST COMPANY · EIN 26-6447574 / PN 014 | Common Collective Trust | — | — | $34 | <0.1% |
