Isaiah Brown signed Summit Point Raceway Associates, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Summit Point Raceway Associates, Inc.'s EIN is 54-0935307.
Download the official 2024 Form 5500 (PDF) for Summit Point Raceway Associates, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Summit Point Raceway Associates, Inc.'s plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | 13-3689044 | — | RECORDKEEPER | $9K | — |
| FUTUREPLAN FIDUCIARY SERVICES, LLC | 82-3719843 | — | RECORDKEEPER | $5K | — |
| TRANSAMERICA TRUST COMPANY | 42-0947998 | — | TRUSTEE | $8 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| State Street Target Retirement 2030 n/a | Other securities | — | — | $391K | 11.5% | |
| State Street Target Retirement 2045 n/a | Other securities | — | — | $385K | 11.4% | |
| JPMorgan Large Cap Growth n/a | Other securities | — | — | $348K | 10.3% | |
| State Street Target Retirement 2035 n/a | Other securities | — | — | $337K | 9.9% | |
| State Street Target Retirement 2040 n/a | Other securities | — | — | $243K | 7.2% | |
| Fidelity 500 Index n/a | Common Collective Trusts | — | — | $240K | 7.1% | |
| State Street Target Retirement 2025 n/a | Other securities | — | — | $228K | 6.7% | |
| Fidelity Mid Cap Index n/a | Mutual Funds | — | — | $173K | 5.1% | |
| State Street Target Retirement 2055 n/a | Other securities | — | — | $166K | 4.9% | |
| State Street Target Retirement Income n/a | Other securities | — | — | $164K | 4.8% | |
| Fidelity Small Cap Index n/a | Mutual Funds | — | — | $88K | 2.6% | |
| State Street Target Retirement 2050 n/a | Other securities | — | — | $78K | 2.3% | |
| Vanguard LifeStrategy Growth n/a | Mutual Funds | — | — | $75K | 2.2% | |
| Fidelity US Bond Index n/a | Mutual Funds | — | — | $70K | 2.1% | |
| Transamerica Stable Value n/a | Stable Value | — | — | $62K | 1.8% | |
| Fidelity Total International Index n/a | Mutual Funds | — | — | $60K | 1.8% | |
| State Street Target Retirement 2060 n/a | Other securities | — | — | $56K | 1.6% | |
| MFS International Diversification n/a | Mutual Funds | — | — | $52K | 1.5% | |
| PIMCO Income Institutional n/a | Mutual Funds | — | — | $42K | 1.2% | |
| American Funds Bond Fund of America n/a | Mutual Funds | — | — | $28K | 0.8% | |
| State Street Target Retirement 2065 n/a | Other securities | — | — | $23K | 0.7% | |
| Vanguard Equity-Income n/a | Mutual Funds | — | — | $11K | 0.3% | |
| Vanguard LifeStrategy Moderate Growth n/a | Mutual Funds | — | — | $8K | 0.2% | |
| Vanguard Explorer n/a | Mutual Funds | — | — | $7K | 0.2% | |
| Dimensional Fund Advisors Targeted Value n/a | Mutual Funds | — | — | $4K | 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 |
|---|---|---|---|---|---|
| RPA FINANCIAL LLC | 83-1143379 | — | INVESTMENT ADVISORY PLAN | $675 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SNYDER COHN PC | 52-1022233 | — | AUDIT | $9K | — |
