Michelle Blair signed Summit Electric Supply Co., Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Summit Electric Supply Co., Inc.'s EIN is 85-0252176.
Download the official 2024 Form 5500 (PDF) for Summit Electric Supply Co., Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Summit Electric Supply Co., Inc.'s plan includes a self-directed brokerage window, automatic enrollment, 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 |
|---|---|---|---|---|---|
| FIDELITY WORKPLACE SERVICES LLC | 04-3532603 | — | RECORDKEEPER | $21K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SAGEVIEW ADVISORY GROUP LLC | 33-0818667 | — | ADVISOR | $40K | — |
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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| s * Fidelity Investments Fidelity Contra Fund Class K N/R | Mutual Funds | — | — | $17.5M | 18.5% | |
| Fidelity Investments Fidelity Blue Chip Growth Fund Class K N/R | Mutual Funds | — | — | $11.9M | 12.6% | |
| Fidelity Investments Fidelity 500 Index Fund N/R | Common Collective Trusts | — | — | $11.2M | 11.9% | |
| Self-Directed Brokerage Account * Fidelity Investments Fidelity BrokerageLink Account N/R | Self-Directed Brokerage | — | — | $5.9M | 6.3% | |
| Fidelity Investments Fidelity Freedom Index 2045 Fund IPR N/R | Mutual Funds | — | — | $4.4M | 4.7% | |
| Fidelity Investments Fidelity Freedom Index 2040 Fund IPR N/R | Mutual Funds | — | — | $3.7M | 3.9% | |
| Fidelity Investments Fidelity Freedom Index 2030 Fund IPR N/R | Mutual Funds | — | — | $3.6M | 3.9% | |
| Fidelity Investments Fidelity Low-Priced Stock Fund Class K N/R | Mutual Funds | — | — | $3.6M | 3.8% | |
| Fidelity Investments Fidelity Freedom Index 2035 Fund IPR N/R | Mutual Funds | — | — | $3.1M | 3.3% | |
| Fidelity Investments Fidelity Freedom Index 2055 Fund IPR N/R | Mutual Funds | — | — | $3.1M | 3.3% | |
| Fidelity Investments Fidelity Freedom Index 2050 Fund IPR N/R | Mutual Funds | — | — | $3.0M | 3.2% | |
| Common Collective Trusts Goldman Sachs Trust Company Goldman Sachs Stable Value Collective N/R | Stable Value | — | — | $2.8M | 3.0% | |
| GS STABLE VAL INST1 GOLDMAN SACHS TRUST COMPANY NA · EIN 13-4166989 / PN 025 | Common Collective Trust | — | — | $2.8M | 3.0% | |
| Fidelity Investments Fidelity Freedom Index 2025 Fund IPR N/R | Mutual Funds | — | — | $2.7M | 2.9% | |
| Fidelity Investments Fidelity Puritan Fund Class K N/R | Mutual Funds | — | — | $2.7M | 2.8% | |
| NA Trust Inst Class 1 Putnam Fiduciary Trust Company Putnam Large Cap Value Trust Class IA N/R | Mutual Funds | — | — | $2.6M | 2.7% | |
| PUTN LG CP VAL TR IA PUTNAM FIDUCIARY TRUST COMPANY · EIN 82-3639536 / PN 275 | Common Collective Trust | — | — | $2.6M | 2.7% | |
| Fidelity Investments Fidelity Freedom Index 2060 Fund IPR N/R | Mutual Funds | — | — | $1.5M | 1.6% | |
| Fidelity Investments Fidelity Diversified International Fund N/R | Mutual Funds | — | — | $1.5M | 1.6% | |
| Class K * Fidelity Investments Fidelity Mid-Cap Stock Fund Class K N/R | Mutual Funds | — | — | $1.4M | 1.5% | |
| Fidelity Investments Fidelity Freedom Index 2020 Fund IPR N/R | Mutual Funds | — | — | $1.3M | 1.4% | |
| PIMCO Total Return Fund Institutional N/R | Mutual Funds | — | — | $1.3M | 1.4% | |
| Class * Fidelity Investments Fidelity GNMA Fund N/R | Agency / Mortgage-Backed | — | — | $1.1M | 1.1% | |
| Fidelity Investments Fidelity Mid Cap Index Fund N/R | Common Collective Trusts | — | — | $734K | 0.8% | |
| Participant Loans * Participant Loans Interest rates: 4.25% - 9.50% $0 | Bonds / Notes | — | — | $630K | 0.7% | |
| Macquarie Mid Cap Growth R6 N/R | Other securities | — | — | $525K | 0.6% | |
| Fidelity Investments Fidelity Freedom Index 2065 Fund IPR N/R | Mutual Funds | — | — | $520K | 0.6% | |
| Fidelity Investments Fidelity Small Cap Index Fund N/R | Common Collective Trusts | — | — | $452K | 0.5% | |
| Fidelity Investments Fidelity International Index Fund N/R | Common Collective Trusts | — | — | $358K | 0.4% | |
| Premium Class * Fidelity Investments Fidelity Freedom Index Income Fund N/R | Mutual Funds | — | — | $316K | 0.3% | |
| IPR * Fidelity Investments Fidelity US Bond Index Fund N/R | Common Collective Trusts | — | — | $270K | 0.3% | |
| Fidelity Investments Fidelity Freedom Index 2010 Fund IPR N/R | Mutual Funds | — | — | $166K | 0.2% | |
| Fund Institutional Cohen & Steers Cohen & Steers Real Estate Securities N/R | Other securities | — | — | $83K | <0.1% | |
| Driehaus Capital Management Driehaus Emerging Markets Growth N/R | Other securities | — | — | $74K | <0.1% | |
| Fund, Inc. Class Z * Fidelity Investments Fidelity Freedom Index 2015 Fund IPR N/R | Mutual Funds | — | — | $71K | <0.1% | |
| Sycamore Capital Victory Sycamore Small Company N/R | Common Stocks | — | — | $51K | <0.1% | |
| Opportunity Fund R6 Alliance Bernstein L.P. AB Small Cap Growth Portfolio Fund N/R | Other securities | — | — | $38K | <0.1% | |
| Class Z * Fidelity Investments Fidelity Freedom Index 2070 Fund IPR N/R | Mutual Funds | — | — | $4K | <0.1% |
