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Original filing (PDF)20251015171326NAL0007016080001
SUMMIT INTERCONNECT, INC.
Form 5500
FILING_RECEIVED
SUMMIT 401(K) PLAN
401(k) retirement plan
Active participants
1,049
Accounts w/ balance
525
Plan assets (EOY)
$23.7M
Net assets (EOY)
$23.7M
How this plan invests
This plan
38 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
97
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
100
Vendor stack
100
Participation health
80
Knocking points off
- 50% balance-to-active ratio — below typical for a healthy 401(k).
Helping the score
- Below-peer total fees (9 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SUMMIT INTERCONNECT, INC..
Plan sponsor
Name
SUMMIT INTERCONNECT, INC.
EIN
81-1924376
Address
220 NORTH CRESCENT WAY, SUITE B · ANAHEIM, CA · 92801
Phone
(714) 635-2870
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3H · Sponsor in controlled / affiliated group
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
MACIAS GINI & O'CONNELL LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $7K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $15K | — |
Investments
38 direct securities· $23.7M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Investments FID FREEDOM 2030 | — | — | — | $3.3M | 13.8% | |
| Fidelity Investments FID FREEDOM 2035 | — | — | — | $2.6M | 11.2% | |
| Fidelity Investments FID FREEDOM 2040 | — | — | — | $2.2M | 9.3% | |
| Fidelity Investments FID FREEDOM 2025 | — | — | — | $1.9M | 8.2% | |
| Fidelity Investments FID 500 INDEX | — | — | — | $1.9M | 8.1% | |
| Fidelity Investments FID FREEDOM 2045 | — | — | — | $1.9M | 7.8% | |
| Fidelity Investments FID BLUE CHIP GR | — | — | — | $1.7M | 7.2% | |
| Fidelity Investments FID GOVT MMRK PRM | — | — | — | $1.2M | 5.2% | |
| Fidelity Investments FID FREEDOM 2020 | — | — | — | $815K | 3.4% | |
| Fidelity Investments FID FREEDOM 2050 | — | — | — | $733K | 3.1% | |
| Fidelity Investments FID TOTAL BOND | — | — | — | $719K | 3.0% | |
| Notes Receivable from Participants Interest Rate at 5.25% to 10.5% | — | — | — | $667K | 2.8% | |
| T. Rowe Price TRP VALUE ADVISOR | — | — | — | $428K | 1.8% | |
| Fidelity Investments FID FREEDOM 2055 | — | — | — | $424K | 1.8% | |
| Fidelity Investments FID EXTD MKT IDX | — | — | — | $401K | 1.7% | |
| Fidelity Investments FID INTL INDEX | — | — | — | $340K | 1.4% | |
| Fidelity Investments FID FREEDOM 2060 | — | — | — | $293K | 1.2% | |
| Fidelity Investments FID SM CAP IDX | — | — | — | $256K | 1.1% | |
| Fidelity Investments FID BALANCED | — | — | — | $252K | 1.1% | |
| Janus Investment Fund J H ENTERPRISE T | — | — | — | $190K | 0.8% | |
| CAUSEWAY EM MKTS INV | — | — | — | $171K | 0.7% | |
| Fidelity Investments FID US BOND IDX | — | — | — | $154K | 0.7% | |
| Fidelity Investments FID MID CAP IDX | — | — | — | $148K | 0.6% | |
| Fidelity Investments FID FREEDOM 2015 | — | — | — | $138K | 0.6% | |
| Fidelity Investments FID FREEDOM 2065 | — | — | — | $130K | 0.5% | |
| T. Rowe Price TRP DIV GROWTH ADV | — | — | — | $121K | 0.5% | |
| Fidelity Investments FID OVERSEAS | — | — | — | $109K | 0.5% | |
| Alliance AB SM CAP GRTH A ** $ | — | — | — | $104K | 0.4% | |
| Pimco REAL RTN BD AD | — | — | — | $92K | 0.4% | |
| Fidelity Investments FID INTL GROWTH | — | — | — | $61K | 0.3% | |
| Fidelity Investments FID FREEDOM INCOME | — | — | — | $44K | 0.2% | |
| Invesco INVS HIGH YLD R5 | — | — | — | $33K | 0.1% | |
| Fidelity Investments FID REAL ESTATE IDX | — | — | — | $29K | 0.1% | |
| Fidelity Investments FID FREEDOM 2010 | — | — | — | $25K | 0.1% | |
| Fidelity Investments FID EMRG MKTS IDX | — | — | — | $19K | <0.1% | |
| American Century AM CENT OC AGGR INV | — | — | — | $8K | <0.1% | |
| Principal PIF SHORT TERM INC A | — | — | — | $8K | <0.1% | |
| Natixis AEW GF RE Y | — | — | — | $3K | <0.1% |
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