Pamela Boyer signed Summit Construction, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Summit Construction, Inc.'s EIN is 52-1681582.
Download the official 2024 Form 5500 (PDF) for Summit Construction, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Summit Construction, Inc.'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 |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $16K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $69 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERRILL LYNCH PIERCE FENNER & SMITH |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| SEPARATE ACCOUNT 401 TALCOTT RESOLUTION LIFE INSURANCE COMPANY · EIN 06-0974148 / PN 000 | Pooled Separate Account | — | — | $3.5M | 98.7% | |
| American Fund 2040 Trgt Date Retire Pooled Separate Accounts | Pooled Separate Accounts | — | — | $392K | 10.9% | |
| American Fund 2030 Trgt Date Retire Pooled Separate Accounts | Pooled Separate Accounts | — | — | $331K | 9.2% | |
| Ishares S&P 500 Index Pooled Separate Accounts | Pooled Separate Accounts | — | — | $249K | 6.9% | |
| American Century Growth Pooled Separate Accounts | Pooled Separate Accounts | — | — | $245K | 6.8% | |
| Invesco Balanced Risk Allocation Pooled Separate Accounts | Pooled Separate Accounts | — | — | $229K | 6.4% | |
| MFS International Growth Pooled Separate Accounts | Pooled Separate Accounts | — | — | $186K | 5.2% | |
| American Fund 2045 Trgt Date Retire Pooled Separate Accounts 171 American Fund 2050 Trgt Date Retire Pooled Separate Accounts | Pooled Separate Accounts | — | — | $171K | 4.8% | |
| MFS Value Pooled Separate Accounts | Pooled Separate Accounts | — | — | $155K | 4.3% | |
| INVESTMENTS IN POOLED SEPARATE ACCOUNTS American Century Equity Income Pooled Separate Accounts | Pooled Separate Accounts | — | — | $151K | 4.2% | |
| American Fund 2015 Trgt Date Retire Pooled Separate Accounts 82 American Fund 2020 Trgt Date Retire Pooled Separate Accounts | Pooled Separate Accounts | — | — | $143K | 4.0% | |
| JPMorgan Small Cap Growth Pooled Separate Accounts | Pooled Separate Accounts | — | — | $136K | 3.8% | |
| JPMorgan Mid Cap Growth Pooled Separate Accounts | Pooled Separate Accounts | — | — | $132K | 3.7% | |
| JPMorgan US Government Mmkt Instl Pooled Separate Accounts | Pooled Separate Accounts | — | — | $118K | 3.3% | |
| Virtus Ceredex Mid Cap Value Equity Pooled Separate Accounts | Pooled Separate Accounts | — | — | $114K | 3.2% | |
| Royce Small Cap Total Return Instl Pooled Separate Accounts | Pooled Separate Accounts | — | — | $112K | 3.1% | |
| Franklin Growth Pooled Separate Accounts | Pooled Separate Accounts | — | — | $107K | 3.0% | |
| Parametric Emerging Markets Pooled Separate Accounts | Pooled Separate Accounts | — | — | $100K | 2.8% | |
| PIMCO Total Return Instl Pooled Separate Accounts | Pooled Separate Accounts | — | — | $85K | 2.4% | |
| Templeton Global Bond Pooled Separate Accounts | Pooled Separate Accounts | — | — | $60K | 1.7% | |
| Goldman Sachs High Yield Pooled Separate Accounts | Pooled Separate Accounts | — | — | $58K | 1.6% | |
| Templeton Foreign Pooled Separate Accounts | Pooled Separate Accounts | — | — | $56K | 1.6% | |
| Nuveen Real Estate Securities Pooled Separate Accounts | Pooled Separate Accounts | — | — | $52K | 1.5% | |
| Blackrock Inflation Protected Bond Pooled Separate Accounts | Pooled Separate Accounts | — | — | $49K | 1.4% | |
| JPMorgan Small Cap Value Pooled Separate Accounts 232 JPMorgan US Equity Pooled Separate Accounts | Pooled Separate Accounts | — | — | $35K | 1.0% | |
| MFS Lifetime Income Pooled Separate Accounts | Pooled Separate Accounts | — | — | $31K | 0.9% | |
| MFS Government Securities Pooled Separate Accounts | Pooled Separate Accounts | — | — | $24K | 0.7% | |
| Franklin Small Cap Value Pooled Separate Accounts | Pooled Separate Accounts | — | — | $13K | 0.3% | |
| American Fund 2025 Trgt Date Retire Pooled Separate Accounts | Pooled Separate Accounts | — | — | $9K | 0.3% | |
| Pioneer Strategic Income Pooled Separate Accounts | Pooled Separate Accounts | — | — | $2K | <0.1% | |
| Lazard International Equity Pooled Separate Accounts | Pooled Separate Accounts | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| PENNINGTON, NJ |
| INVESTMENT ADVISOR |
| $13K |
| — |
