Randall Covard signed Orlando Telephone Company Inc. DBA Summit Broadband's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Orlando Telephone Company Inc. DBA Summit Broadband's EIN is 59-3439599.
Download the official 2024 Form 5500 (PDF) for Orlando Telephone Company Inc. DBA Summit Broadband from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Orlando Telephone Company Inc. DBA Summit Broadband's plan includes 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 | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $23K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RESOURCES INVESTMENT ADVISORS, LLC | — | OVERLAND PARK, KS | INVESTMENT MGMT | $4K | — |
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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| STATE STREET TARGET RETIREMENT 2040 K | Other securities | — | — | $1.8M | 16.5% | |
| STATE STREET TARGET RETIREMENT 2035 K | Other securities | — | — | $1.6M | 15.2% | |
| FIDELITY 500 INDEX | Common Collective Trusts | — | — | $1.3M | 12.2% | |
| STATE STREET TARGET RETIREMENT 2045 K | Other securities | — | — | $884K | 8.3% | |
| STATE STREET TARGET RETIREMENT 2030 K | Other securities | — | — | $705K | 6.6% | |
| AM1 DOMESTIC EQUITY CLASS 1 ALTA TRUST · EIN 99-0743104 / PN 001 | Common Collective Trust | — | — | $587K | 5.5% | |
| STATE STREET TARGET RETIREMENT 2050 K | Other securities | — | — | $569K | 5.3% | |
| STATE STREET TARGET RETIREMENT 2025 K | Other securities | — | — | $556K | 5.2% | |
| JANUS HENDERSON ENTERPRISE N | Mutual Funds | — | — | $532K | 5.0% | |
| RESOURCES DIVERSIFIED EQUITY | Other securities | — | — | $518K | 4.9% | |
| EI FIXED ACCOUNT - SERIES CLASS I | Other securities | — | — | $394K | 3.7% | |
| (iv) Notes receivable from participants (4.25%-9.50%) | Bonds / Notes | — | — | $393K | 3.7% | |
| AB LARGE CAP GROWTH Z | Other securities | — | — | $380K | 3.6% | |
| STATE STREET TARGET RETIREMENT 2055 K | Other securities | — | — | $245K | 2.3% | |
| FIDELITY MID CAP INDEX | Mutual Funds | — | — | $212K | 2.0% | |
| AM1 INTERNATIONAL EQUITY CLASS 1 ALTA TRUST · EIN 99-0743245 / PN 001 | Common Collective Trust | — | — | $185K | 1.7% | |
| STATE STREET TARGET RETIREMENT 2020 K | Other securities | — | — | $182K | 1.7% | |
| AM1 CORE FIXED INCOME CLASS 1 ALTA TRUST · EIN 83-2064950 / PN 001 | Common Collective Trust | — | — | $180K | 1.7% | |
| RESOURCES DIVERSIFIED FIXED INCOME | Other securities | — | — | $148K | 1.4% | |
| STATE STREET TARGET RETIREMENT 2060 K | Other securities | — | — | $122K | 1.2% | |
| DFA US TARGETED VALUE I | Mutual Funds | — | — | $92K | 0.9% | |
| PIMCO INCOME INSTL | Mutual Funds | — | — | $83K | 0.8% | |
| RESOURCES DIVERSIFIED RISK MITIGATION | Other securities | — | — | $81K | 0.8% | |
| PUTNAM LARGE CAP VALUE R6 | Mutual Funds | — | — | $81K | 0.8% | |
| AM1 INCOME CLASS 1 ALTA TRUST · EIN 99-0817300 / PN 001 | Common Collective Trust | — | — | $79K | 0.7% | |
| FIDELITY INTERNATIONAL INDEX | Mutual Funds | — | — | $72K | 0.7% | |
| AM1 PORTFOLIO DIVERSIFIERS CLASS 1 ALTA TRUST · EIN 99-0817374 / PN 001 | Common Collective Trust | — | — | $61K | 0.6% | |
| STATE STREET TARGET RETIREMENT 2065 K | Other securities | — | — | $60K | 0.6% | |
| MFS INTL DIVERSIFICATION R6 | Mutual Funds | — | — | $56K | 0.5% | |
| STATE STREET TARGET RETIREMENT K | Other securities | — | — | $50K | 0.5% | |
| VIRTUS KAR SMALL-CAP GROWTH R6 | Other securities | — | — | $47K | 0.4% | |
| MFS MID CAP VALUE R6 | Mutual Funds | — | — | $40K | 0.4% | |
| FIDELITY SMALL CAP INDEX | Mutual Funds | — | — | $27K | 0.3% | |
| FIDELITY US BOND INDEX | Mutual Funds | — | — | $18K | 0.2% | |
| AMERICAN FUNDS BOND FUND OF AMER R6 | Mutual Funds | — | — | $1K | <0.1% | |
| RESOURCES DIVERSIFIED EQUITY ALTA TRUST · EIN 83-2060613 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| RESOURCES DIVERSIFIED RISK MITIGATI ALTA TRUST · EIN 83-2080943 / PN 001 | Common Collective Trust | — | — | $0 | <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 |
|---|---|---|---|---|---|
| ONEDIGITAL INVESTMENT ADVISORS LLC | — | DALLAS, TX | INVESTMENT ADVISOR | $36K | — |
