Travis Gostinger signed Summit Management Consulting, L.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Summit Management Consulting, L.'s EIN is 71-0878314.
Download the official 2024 Form 5500 (PDF) for Summit Management Consulting, L. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Summit Management Consulting, L.'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 |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $10K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAMBRIDGE INVESTMENT RESEARCH | — | BOWIE, MD |
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 | |||||
|---|---|---|---|---|---|---|
| AM FND THE GROWTH FND OF AM-R2 | Registered Investment Companies | — | — | $656K | 12.1% | |
| AMERFDS 2050 TARG DATE RET-R2 | Registered Investment Companies | — | — | $467K | 8.6% | |
| AMERFDS 2055 TARG DATE RET-R2 | Registered Investment Companies | — | — | $401K | 7.4% | |
| STATE ST S&P 500 IDX IX STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 344 | Common Collective Trust | — | — | $322K | 5.9% | |
| AMERICAN FUNDS NEW PERSPECT R2 | Registered Investment Companies | — | — | $258K | 4.8% | |
| AM FNDS EUROPACIFIC GROWTH -R2 | Registered Investment Companies | — | — | $228K | 4.2% | |
| AMERFDS 2045 TARG DATE RET-R2 | Registered Investment Companies | — | — | $222K | 4.1% | |
| AMERFDS 2040 TARG DATE RET-R2 | Registered Investment Companies | — | — | $220K | 4.1% | |
| AMERFDS 2035 TARG DATE RET-R2 | Registered Investment Companies | — | — | $206K | 3.8% | |
| AMERFUNDS FUNDAMENTAL INV - R2 | Registered Investment Companies | — | — | $204K | 3.8% | |
| AMERICAN FUNDS NEW WORLD-R2 | Registered Investment Companies | — | — | $200K | 3.7% | |
| AMERICAN MUTUAL FUND CL R2 | Registered Investment Companies | — | — | $193K | 3.6% | |
| AM FNDS WASH MUTUAL INV - R2 | Registered Investment Companies | — | — | $190K | 3.5% | |
| AMERFDS 2030 TARG DATE RET-R2 | Registered Investment Companies | — | — | $185K | 3.4% | |
| HARTFORD CORE EQUITY R3 | Registered Investment Companies | — | — | $182K | 3.4% | |
| AMERICAN FUNDS SMCAP WORLD R2 | Registered Investment Companies | — | — | $159K | 2.9% | |
| AM FND THE INCOME FND OF AM-R2 | Registered Investment Companies | — | — | $147K | 2.7% | |
| AM FND CAP WORLD GR AND INC-R2 | Registered Investment Companies | — | — | $134K | 2.5% | |
| STATE ST S&P MD CP IDX NL J STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 347 | Common Collective Trust | — | — | $130K | 2.4% | |
| AM FNDS CAPITAL INC BUILDER-R2 | Registered Investment Companies | — | — | $86K | 1.6% | |
| JPMORGAN SM CP EQ - R2 | Registered Investment Companies | — | — | $80K | 1.5% | |
| AMERICAN FUNDS AMCAP FUND - R2 | Registered Investment Companies | — | — | $71K | 1.3% | |
| C&S REAL EST SECURITIES R 253 REGISTERED INVESTMENT COMPANY AMERFDS 2025 TARG DATE RET-R2 | Registered Investment Companies | — | — | $68K | 1.3% | |
| AMERICAN FUNDS AMERICAN BAL R2 | Registered Investment Companies | — | — | $59K | 1.1% | |
| STATE ST RUSS SC IDX VII STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 339 | Common Collective Trust | — | — | $57K | 1.1% | |
| CLEARBRIDGE MID CAP R | Registered Investment Companies | — | — | $44K | 0.8% | |
| MET GG SV 25554 - M WILMINGTON TRUST RISC CIT · EIN 26-0142858 / PN 094 | Common Collective Trust | — | — | $39K | 0.7% | |
| AMERICAN FUNDS THE NEW ECON-R2 | Registered Investment Companies | — | — | $23K | 0.4% | |
| JANUS HEND TRITON R | Registered Investment Companies | — | — | $21K | 0.4% | |
| PIONEERBONDFUND-R | Registered Investment Companies | — | — | $15K | 0.3% | |
| AMERFDS 2020 TARG DATE RET-R2 | Registered Investment Companies | — | — | $13K | 0.2% | |
| JPMORGAN GOVT BD FD - R2 | Registered Investment Companies | — | — | $9K | 0.2% | |
| BLACKROCK HIGH YIELD R | Registered Investment Companies | — | — | $5K | 0.1% | |
| ALLSPRING SPECIAL SC VAL A | Registered Investment Companies | — | — | $5K | <0.1% | |
| AMERFDS 2015 TARG DATE RET-R2 | Registered Investment Companies | — | — | $4K | <0.1% | |
| AMERICAN FUNDS INTL GR AND INC | Registered Investment Companies | — | — | $3K | <0.1% | |
| PIMCO INCOME R | Registered Investment Companies | — | — | $3K | <0.1% | |
| AMERICAN GLOBAL BALANCED R2 | Registered Investment Companies | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| ADVISOR |
| $0 |
| — |
