Devaksha Gable signed Summit Group, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Summit Group, LLC's EIN is 80-0589384.
Download the official 2024 Form 5500 (PDF) for Summit Group, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Summit Group, LLC's plan includes ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA), profit-sharing.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $27K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NFP RETIREMENT INC | 33-0905143 | — | ADVISOR | $35K | — |
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 | |||||
|---|---|---|---|---|---|---|
| LARGE CAP GRTH II I1 GREAT GRAY TRUST COMPANY · EIN 82-4435820 / PN 375 | Common Collective Trust | — | $2.0M | $3.0M | 16.1% | |
| FLEXPATH+MOD 2045 R1 GREAT GRAY TRUST COMPANY · EIN 47-3071639 / PN 001 | Common Collective Trust | — | $2.0M | $2.4M | 12.4% | |
| FLEXPATH+MOD 2035 R1 GREAT GRAY TRUST COMPANY · EIN 47-3002484 / PN 001 | Common Collective Trust | — | $1.6M | $1.8M | 9.6% | |
| DFA US LG CAP VAL | Mutual Funds | — | $1.4M | $1.7M | 9.1% | |
| FLEXPATH+MOD RET R1 GREAT GRAY TRUST COMPANY · EIN 47-2851418 / PN 001 | Common Collective Trust | — | $1.1M | $1.1M | 5.9% | |
| BLKRK EQUITY INDEX GREAT GRAY TRUST COMPANY, LLC · EIN 20-3802168 / PN 001 | Common Collective Trust | — | $529K | $1.0M | 5.5% | |
| AF EUROPAC GROWTH R6 | Other securities | — | $1.0M | $957K | 5.1% | |
| FLEXPATH+MOD 2055 R1 GREAT GRAY TRUST COMPANY · EIN 47-3188067 / PN 001 | Common Collective Trust | — | $791K | $930K | 4.9% | |
| STABLE VALUE FUND I1 GREAT GRAY TRUST COMPANY · EIN 85-4031707 / PN 653 | Common Collective Trust | — | $804K | $879K | 4.6% | |
| FID SM CAP IDX | Common Collective Trusts | — | $703K | $845K | 4.5% | |
| MID CAP GROWTH I1 GREAT GRAY TRUST COMPANY · EIN 38-4126247 / PN 549 | Common Collective Trust | — | $789K | $753K | 4.0% | |
| SMALL CAP VAL II I1 GREAT GRAY TRUST COMPANY · EIN 38-4097325 / PN 488 | Common Collective Trust | — | $607K | $675K | 3.6% | |
| INVS DISCOVERY R6 | Other securities | — | $473K | $525K | 2.8% | |
| MID CAP VALUE FEE I1 GREAT GRAY TRUST COMPANY · EIN 38-4139852 / PN 630 | Common Collective Trust | — | $307K | $425K | 2.2% | |
| AF RETINC PTF CNS R6 | Other securities | — | $254K | $272K | 1.4% | |
| PIMCO INCOME INST | Mutual Funds | — | $295K | $266K | 1.4% | |
| PIF REAL EST SEC R6 | Other securities | — | $184K | $208K | 1.1% | |
| BAIRD CORE PLUS INST | Other securities | — | $218K | $198K | 1.0% | |
| FLEXPATH+AGR 2055 R1 GREAT GRAY TRUST COMPANY · EIN 47-3170652 / PN 001 | Common Collective Trust | — | $136K | $160K | 0.8% | |
| VANG DEV MKT IDX ADM | Common Collective Trusts | — | $112K | $115K | 0.6% | |
| AF NEW PERSPECT R6 | Other securities | — | $94K | $114K | 0.6% | |
| LD ABT HIGH YIELD R6 | Other securities | — | $121K | $110K | 0.6% | |
| GG EMERGING MKTS I1 GREAT GRAY TRUST COMPANY · EIN 86-1819869 / PN 672 | Common Collective Trust | — | $116K | $102K | 0.5% | |
| PGIM GLB TOT RTN R6 | Other securities | — | $99K | $82K | 0.4% | |
| VANG INFL PROT ADM | Other securities | — | $81K | $73K | 0.4% | |
| FID US BOND IDX | Common Collective Trusts | — | $59K | $54K | 0.3% | |
| CALV US LG CP CRI R6 | Other securities | — | $34K | $47K | 0.3% | |
| OUTSTANDING LOAN BALANCE | Other securities | — | — | $21K | 0.1% | |
| FLEXPATH+CON 2035 R1 GREAT GRAY TRUST COMPANY · EIN 47-3018134 / PN 001 | Common Collective Trust | — | $18K | $19K | 0.1% | |
| FLEXPATH+CON 2055 R1 GREAT GRAY TRUST COMPANY · EIN 47-3216409 / PN 001 | Common Collective Trust | — | $8K | $8K | <0.1% | |
| FLEXPATH+AGR 2045 R1 GREAT GRAY TRUST COMPANY · EIN 47-3026996 / PN 001 | Common Collective Trust | — | $5K | $5K | <0.1% | |
| FLEXPATH+MOD 2025 R1 GREAT GRAY TRUST COMPANY · EIN 47-2950747 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| FLEXPATH+AGR 2035 R1 GREAT GRAY TRUST COMPANY · EIN 47-2987118 / 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.
