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Original filing (PDF)20251013124506NAL0000608803001
SUMMIT ACCESS SOLUTIONS, LLC
Form 5500
FILING_RECEIVED
RAREMED SOLUTIONS SAVINGS PLAN
401(k) retirement plan
Signals · 2
25% in single holdingNo recordkeeper disclosed
Active participants
215
Accounts w/ balance
211
Plan assets (EOY)
$5.5M
Net assets (EOY)
$5.5M
How this plan invests
This plan
5 pooled trusts
Schedule D
24 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
90
/ 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
87
Total plan cost
80
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "BlackRock LifePath Index 2055 Fund" is 25% of plan.
- 71 bps in Schedule C fees — modestly above peer band of 52 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SUMMIT ACCESS SOLUTIONS, LLC.
Plan sponsor
Name
SUMMIT ACCESS SOLUTIONS, LLC
EIN
82-4888275
Address
200 INDUSTRY DRIVE, SUITE 100 · PITTSBURGH, PA · 15275
Phone
(833) 676-7273
Industry
Retail Tradesee 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
2025-10-13
Pension benefit codes
2E · Profit-sharing
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3B · Covers self-employed individuals
3H · Sponsor in controlled / affiliated group
2F · ERISA section 404(c)
Audit & trust (Schedule H)
Auditor
LALLY & CO.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS LLC | 47-1411118 | — | INVESTMENT ADVISORY | $11K | — |
TPA / Administrator
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $24K | — |
| DUNBAR BENDER & ZAPF INC | 25-1650062 | — | CONTRACT ADMINISTRATOR | $5K | — |
Investments
19 direct securities · 5 pooled funds· $5.5M(100% of reported assets)
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.
Uncategorized
$5.3M
19 holdings
Common Collective Trust
$208K
5 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| BlackRock LifePath Index 2055 Fund | — | — | — | $1.4M | 25.3% | |
| BlackRock LifePath Index 2050 Fund | — | — | — | $1.0M | 18.6% | |
| BlackRock LifePath Index Retirement Fund | — | — | — | $773K | 14.0% | |
| BlackRock LifePath Index 2045 Fund | — | — | — | $611K | 11.0% | |
| BlackRock LifePath Index 2040 Fund | — | — | — | $434K | 7.8% | |
| BlackRock Life Path Index 2060 Fund | — | — | — | $394K | 7.1% | |
| BlackRock LifePath Index 2030 Fund | — | — | — | $186K | 3.4% | |
| BlackRock LifePath Index 2035 Fund | — | — | — | $161K | 2.9% | |
| BlackRock IShares S&P 500 Index K | — | — | — | $159K | 2.9% | |
| LARGE CAP GROWTH FUND II R1 FD GREAT GRAY TRUST COMPANY · EIN 38-4139848 / PN 626 | Common Collective Trust | — | — | $116K | 2.1% | |
| BlackRock LifePath Index 2065 Fund | — | — | — | $70K | 1.3% | |
| LARGE CAP VALUE R1 FUND GREAT GRAY TRUST COMPANY · EIN 38-4065329 / PN 426 | Common Collective Trust | — | — | $41K | 0.7% | |
| Mass Mutual Overseas Fund | — | — | — | $34K | 0.6% | |
| MID CAP VALUE FUND II CLASS R1 GREAT GRAY TRUST COMPANY · EIN 38-7312964 / PN 001 | Common Collective Trust | — | — | $18K | 0.3% | |
| STABLE VALUE R1 FUND GREAT GRAY TRUST COMPANY · EIN 85-4031707 / PN 653 | Common Collective Trust | — | — | $17K | 0.3% | |
| Fidelity Total Bond Fund | — | — | — | $15K | 0.3% | |
| SMALL CAP GROWTH FUND II R1 GREAT GRAY TRUST COMPANY · EIN 38-4126288 / PN 592 | Common Collective Trust | — | — | $15K | 0.3% | |
| MFS Mid-Cap Growth Fund | — | — | — | $14K | 0.3% | |
| Pioneer Strategic Income Fund | — | — | — | $13K | 0.2% | |
| Allspring Special Small Cap Value Fund | — | — | — | $11K | 0.2% | |
| BlackRock IShares US Aggregate Bond Inxed Fund ** 543 BlackRock IShares MSCI EAFE International Index Fund | — | — | — | $9K | 0.2% | |
| Dimensional Fund Advisors Emerging Markets Core Equity Portfolio ** 201 Dimensional Fund Advisors Global Real Estate Securities Portfolio | — | — | — | $7K | 0.1% | |
| BlackRock IShares Russell 2000 Small Cap Inde K | — | — | — | $7K | 0.1% | |
| BlackRock IShares Russell Mid Cap Index K | — | — | — | $4K | <0.1% |
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