Matthew Sicinski signed Summit Operating Services Company, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Summit Operating Services Company, LLC's EIN is 85-1105422.
Download the official 2024 Form 5500 (PDF) for Summit Operating Services Company, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Summit Operating Services Company, LLC's plan includes a default investment (QDIA), profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $33K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GALLAGHER FIDUCIARY ADVISORS LLC | 36-4291971 | — | ADVISOR | $19K | — |
| PRIME CAPITAL INVESTMENT ADVISORS |
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 | |||||
|---|---|---|---|---|---|---|
| Fidelity Freedom® Index 2050 Fund Institutional Premium Class Mutual Fund - | Mutual Funds | — | — | $3.5M | 11.8% | |
| Fidelity Freedom® Index 2040 Fund Institutional Premium Class Mutual Fund - | Mutual Funds | — | — | $3.4M | 11.6% | |
| Fidelity Freedom® Index 2035 Fund Institutional Premium Class Mutual Fund - | Mutual Funds | — | — | $3.3M | 11.3% | |
| Fidelity Freedom® Index 2030 Fund Institutional Premium Class Mutual Fund - | Mutual Funds | — | — | $3.3M | 11.1% | |
| Fidelity® 500 Index Fund Mutual Fund - | Common Collective Trusts | — | — | $2.9M | 9.9% | |
| Fidelity Freedom® Index 2045 Fund Institutional Premium Class Mutual Fund - | Mutual Funds | — | — | $2.2M | 7.6% | |
| FIT GROWTH E COMERICA BANK & TRUST · EIN 47-6649174 / PN 001 | Common Collective Trust | — | — | $2.0M | 6.7% | |
| Fidelity Freedom® Index 2025 Fund Institutional Premium Class Mutual Fund - | Mutual Funds | — | — | $1.3M | 4.3% | |
| Fidelity Freedom® Index 2055 Fund Institutional Premium Class Mutual Fund - | Mutual Funds | — | — | $1.2M | 4.2% | |
| AB Large Cap Growth Fund Class Z Mutual Fund - | Other securities | — | — | $1.2M | 4.2% | |
| FIT BALANCED E COMERICA BANK & TRUST · EIN 47-6652256 / PN 001 | Common Collective Trust | — | — | $1.1M | 3.9% | |
| Putnam Large Cap Value Fund Class R6 Mutual Fund - | Mutual Funds | — | — | $870K | 2.9% | |
| Fidelity Freedom® Index 2060 Fund Institutional Premium Class Mutual Fund - | Mutual Funds | — | — | $671K | 2.3% | |
| Fidelity Freedom® Index 2005 Fund Institutional Premium Class Mutual Fund - * Fidelity Freedom® Index 2020 Fund Institutional Premium Class Mutual Fund - | Mutual Funds | — | — | $362K | 1.2% | |
| Fidelity® Extended Market Index Fund Mutual Fund - | Common Collective Trusts | — | — | $260K | 0.9% | |
| Fidelity Freedom® Index 2065 Fund Institutional Premium Class Mutual Fund - | Mutual Funds | — | — | $233K | 0.8% | |
| JPMorgan Small Cap Growth Fund Class R6 Mutual Fund - | Other securities | — | — | $169K | 0.6% | |
| Fidelity® U.S. Bond Index Fund Mutual Fund - | Common Collective Trusts | — | — | $142K | 0.5% | |
| Fidelity® Small Cap Value Fund Mutual Fund - | Mutual Funds | — | — | $141K | 0.5% | |
| PUTNAM STABLE VALUE PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $124K | 0.4% | |
| FIT AGGRESSIVE E COMERICA BANK & TRUST · EIN 47-6646423 / PN 001 | Common Collective Trust | — | — | $85K | 0.3% | |
| Vanguard Real Estate Index Fund Admiral Shares Mutual Fund - | Common Collective Trusts | — | — | $74K | 0.2% | |
| American Funds New World Fund® Class R-6 Mutual Fund - | Mutual Funds | — | — | $56K | 0.2% | |
| Fidelity® International Index Fund Mutual Fund - | Common Collective Trusts | — | — | $54K | 0.2% | |
| Western Asset Core Plus Bond Fund Class IS Mutual Fund - Neuberger Berman Strategic Income Fund Class R6 Mutual Fund - | Other securities | — | — | $29K | <0.1% | |
| MFS International Diversification Fund Class R6 Mutual Fund - | Mutual Funds | — | — | $23K | <0.1% | |
| Investments * Fidelity GOVT MMKT Money Market Fund - | Mutual Funds | — | — | $13K | <0.1% | |
| FIT CONSERVATIVE E COMERICA BANK & TRUST · EIN 47-6658632 / PN 001 | Common Collective Trust | — | — | $3K | <0.1% | |
| FIT Moderately Conservative Portfolio Class E Mutual Fund - | Other securities | — | — | $2K | <0.1% | |
| FIT MOD CONSRV E COMERICA BANK & TRUST · EIN 47-6655437 / PN 001 | Common Collective Trust | — | — | $2K | <0.1% | |
| Fidelity Freedom® Index Income Fund – Institutional Premium Class Mutual Fund - | Mutual Funds | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 82-1364595 |
| — |
| ADVISOR |
| $6K |
| — |
