Kathryn Alexander signed Summit Ridge Energy, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Summit Ridge Energy, LLC's EIN is 81-4329210.
Download the official 2024 Form 5500 (PDF) for Summit Ridge Energy, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Summit Ridge Energy, LLC'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 |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $27K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORNINGSTAR INVESTMENT MANAGEMENT L | 36-4317381 | — | INV ADV, PARTICIPANTS | $0 | — |
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.
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 |
|---|---|---|---|---|---|
| SIGNATURE ESTATE & INVESTMT ADVISOR | 95-4806910 | — | INVESTMENT ADVISORY | $38K | — |
| WILSHIRE ADVISORS LLC | 95-2755361 | — | INVESTMENT ADVISORY | $0 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| PRIN LIFETIME HYBR 2050 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 009 | Common Collective Trust | — | — | $2.1M | 17.3% | |
| PRIN LIFETIME HYBR 2040 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 007 | Common Collective Trust | — | — | $1.9M | 15.8% | |
| PRIN LIFETIME HYBR 2060 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 012 | Common Collective Trust | — | — | $1.1M | 9.3% | |
| Fidelity 500 Index Fund | Common Collective Trusts | — | — | $1.0M | 8.6% | |
| PRIN LIFETIME HYBR 2045 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 008 | Common Collective Trust | — | — | $1.0M | 8.5% | |
| PRIN LIFETIME HYBR 2055 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 010 | Common Collective Trust | — | — | $891K | 7.4% | |
| PRIN LIFETIME HYBR 2065 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 013 | Common Collective Trust | — | — | $709K | 5.9% | |
| JP Morgan Large Cap Growth R6 Fund | Other securities | — | — | $657K | 5.5% | |
| Fidelity Mid Cap Index Fund | Common Collective Trusts | — | — | $390K | 3.3% | |
| PRIN LIFETIME HYBR 2035 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 006 | Common Collective Trust | — | — | $302K | 2.5% | |
| Invesco Small Cap Value R6 Rund | Mutual Funds | — | — | $281K | 2.3% | |
| Principal Life Fixed Income Guaranteed Option | Other securities | — | — | $250K | 2.1% | |
| PRIN LIFETIME HYBR 2030 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 005 | Common Collective Trust | — | — | $185K | 1.5% | |
| PGIM High Yield R6 Fund | Other securities | — | — | $173K | 1.4% | |
| Principal Life Core Fixed Income SA-Z | Common Stocks | — | — | $166K | 1.4% | |
| PRIN CORE FIX INC SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 118 | Pooled Separate Account | — | — | $166K | 1.4% | |
| Fidelity International Index Fund | Common Collective Trusts | — | — | $129K | 1.1% | |
| T. Rowe Price Value I Fund | Other securities | — | — | $126K | 1.0% | |
| Fidelity Small Cap Index Fund | Common Collective Trusts | — | — | $99K | 0.8% | |
| Principal Life Diversified International SA-Z | Common Stocks | — | — | $85K | 0.7% | |
| PRIN DIVERSIFIED INTL SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 015 | Pooled Separate Account | — | — | $85K | 0.7% | |
| Fidelity Emerging Market Index Fund | Common Collective Trusts | — | — | $80K | 0.7% | |
| PRIN LIFETIME HYBR 2025 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 004 | Common Collective Trust | — | — | $79K | 0.7% | |
| Participant Loans | Participant loans | — | — | $76K | 0.6% | |
| Fidelity U.S. Bond Index Fund | Common Collective Trusts | — | — | $67K | 0.6% | |
| John Hancock Disc Val MC R6 Fund | Other securities | — | — | $25K | 0.2% | |
| Fidelity Inflation-Protected Bond Index Fund | Common Collective Trusts | — | — | $22K | 0.2% | |
| JP Morgan Mid Cap Growth R6 Fund | Other securities | — | — | $22K | 0.2% | |
| Fidelity Real Estate Index Fund | Common Collective Trusts | — | — | $12K | 0.1% | |
| Alliance Bernstein Small Cap Growth Port Z Fund | Other securities | — | — | $10K | <0.1% | |
| PIMCO Dividend Income Inst Fund | Mutual Funds | — | — | $7K | <0.1% | |
| Fidelity Advisor International Growth Z Fund | Mutual Funds | — | — | $6K | <0.1% | |
| mutual funds | OTHER | — | — | $3K | <0.1% |
