Gordon Vanscoy, Jr. signed Summit Access Solutions, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Summit Access Solutions, LLC's EIN is 82-4888275.
Download the official 2024 Form 5500 (PDF) for Summit Access Solutions, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Summit Access Solutions, LLC's plan includes profit-sharing, a 401(k) feature, a default investment (QDIA), ERISA 404(c) participant direction.
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 | $24K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS LLC | 47-1411118 | — | INVESTMENT ADVISORY | $11K | — |
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 | |||||
|---|---|---|---|---|---|---|
| BlackRock LifePath Index 2055 Fund | Other securities | — | — | $1.4M | 25.3% | |
| BlackRock LifePath Index 2050 Fund | Other securities | — | — | $1.0M | 18.6% | |
| BlackRock LifePath Index Retirement Fund | Other securities | — | — | $773K | 14.0% | |
| BlackRock LifePath Index 2045 Fund | Other securities | — | — | $611K | 11.0% | |
| BlackRock LifePath Index 2040 Fund | Other securities | — | — | $434K | 7.8% | |
| BlackRock Life Path Index 2060 Fund | Other securities | — | — | $394K | 7.1% | |
| BlackRock LifePath Index 2030 Fund | Other securities | — | — | $186K | 3.4% | |
| BlackRock LifePath Index 2035 Fund | Other securities | — | — | $161K | 2.9% | |
| BlackRock IShares S&P 500 Index K | Common Collective Trusts | — | — | $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 | Other securities | — | — | $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 | Other securities | — | — | $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 | Mutual Funds | — | — | $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 | Mutual Funds | — | — | $14K | 0.3% | |
| Pioneer Strategic Income Fund | Other securities | — | — | $13K | 0.2% | |
| Allspring Special Small Cap Value Fund | Other securities | — | — | $11K | 0.2% | |
| BlackRock IShares US Aggregate Bond Inxed Fund ** 543 BlackRock IShares MSCI EAFE International Index Fund | Common Collective Trusts | — | — | $9K | 0.2% | |
| Dimensional Fund Advisors Emerging Markets Core Equity Portfolio ** 201 Dimensional Fund Advisors Global Real Estate Securities Portfolio | Mutual Funds | — | — | $7K | 0.1% | |
| BlackRock IShares Russell 2000 Small Cap Inde K | Common Collective Trusts | — | — | $7K | 0.1% | |
| BlackRock IShares Russell Mid Cap Index K | Other securities | — | — | $4K | <0.1% |
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 |
|---|---|---|---|---|---|
| DUNBAR BENDER & ZAPF INC | 25-1650062 | — | CONTRACT ADMINISTRATOR | $5K | — |
