Danyl Freeman signed Summit Financial Group, Inc.'s 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Summit Financial Group, Inc.'s EIN is 55-0672148.
Download the official 2023 Form 5500 (PDF) for Summit Financial Group, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Summit Financial Group, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, 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 O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $67K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORGAN STANLEY | — | NEW YORK, NY | INVESTMENT ADVISOR | $43K |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fully Benefit-Responsive Investment Contract Great West Sagic Diversified Bond II N/R | Other securities | — | — | $7.2M | 16.8% | |
| Class R-6 American Funds 2050 Target Date Retirement Fund N/R | Mutual Funds | — | — | $5.3M | 12.3% | |
| Fidelity 500 Index Fund N/R | Mutual Funds | — | — | $4.9M | 11.4% | |
| Class R-6 American Funds 2040 Target Date Retirement Fund N/R | Mutual Funds | — | — | $3.6M | 8.5% | |
| Class R-6 American Funds 2030 Target Date Retirement Fund N/R | Mutual Funds | — | — | $2.9M | 6.6% | |
| MassMutual Blue Chip Growth Fund N/R | Other securities | — | — | $2.8M | 6.4% | |
| American Century Equity Income Fund N/R | Other securities | — | — | $1.6M | 3.7% | |
| Class R-6 American Funds 2035 Target Date Retirement Fund N/R | Mutual Funds | — | — | $1.3M | 3.1% | |
| Fidelity International Index Fund N/R | Common Collective Trusts | — | — | $1.3M | 2.9% | |
| Fidelity Small Cap Index Fund N/R | Common Collective Trusts | — | — | $1.2M | 2.9% | |
| Black Rock Total Return Fund N/R | Other securities | — | — | $1.1M | 2.5% | |
| Fidelity Mid Cap Index Fund N/R | Common Collective Trusts | — | — | $927K | 2.2% | |
| Class R-6 American Funds 2045 Target Date Retirement Fund N/R | Mutual Funds | — | — | $916K | 2.1% | |
| Allspring Special Mid Cap Value Fund N/R | Other securities | — | — | $875K | 2.0% | |
| JP Morgan Small Cap Growth Fund N/R | Other securities | — | — | $830K | 1.9% | |
| American Funds EuroPacific Growth Fund N/R | Mutual Funds | — | — | $821K | 1.9% | |
| Class R-6 American Funds 2020 Target Date Retirement Fund N/R | Mutual Funds | — | — | $778K | 1.8% | |
| Allspring Special Small Cap Value Fund N/R | Other securities | — | — | $702K | 1.6% | |
| MFS Mid Cap Growth Fund N/R | Mutual Funds | — | — | $668K | 1.6% | |
| American Century Emerging Market Fund N/R | Other securities | — | — | $487K | 1.1% | |
| Fidelity United States Bond Index Fund N/R | Common Collective Trusts | — | — | $414K | 1.0% | |
| MFS Global Real Estate Fund N/R | Mutual Funds | — | — | $411K | 1.0% | |
| American Funds 2055 Target Date Retirement Fund N/R | Mutual Funds | — | — | $334K | 0.8% | |
| Fidelity Inflation Protection Bond Index Fund N/R | Common Collective Trusts | — | — | $313K | 0.7% | |
| Class R-6 American Funds 2060 Target Date Retirement Fund N/R | Mutual Funds | — | — | $285K | 0.7% | |
| Market Fund U American Funds 2025 Target Date Retirement Fund N/R | Mutual Funds | — | — | $277K | 0.6% | |
| Participant Loans Interest rates: 4.25% - 9.50% $0 | Bonds / Notes | — | — | $238K | 0.6% | |
| Hartford Schroders International Multi-Cap N/R | Other securities | — | — | $201K | 0.5% | |
| Value Fund American Funds American Balanced Fund N/R | Mutual Funds | — | — | $169K | 0.4% | |
| PerformanceTrust Strategic Bond Fund N/R | Other securities | — | — | $89K | 0.2% | |
| Class R-6 American Funds 2065 Target Date Retirement Fund N/R | Mutual Funds | — | — | $83K | 0.2% | |
| MassMutual United States Government Money N/R | Other securities | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MANAGEMENT | $3K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| METRO BENEFITS, INC. | — | PITTSBURGH, PA | CONTRACT ADMIN | $8K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BAKER TILLY VIRCHOW KRAUSE, LLP | — | MADISON, WI | AUDITOR DER | $13K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORGAN STANLEY | — | NEW YORK, NY | OTHER | $48 | — |
