John Satterlee signed Summit Funding, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Summit Funding, Inc.'s EIN is 91-1780488.
Download the official 2024 Form 5500 (PDF) for Summit Funding, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Summit Funding, Inc.'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 |
|---|---|---|---|---|---|
| SCHWAB RETIREMENT PLAN SERVICES,INC | 34-1479833 | — | NONE | $65K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SAGE ADVISORY GROUP | 33-0818667 | — | NONE | $48K | — |
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 500 INDEX Mututal Funds | Common Collective Trusts | — | — | $9.1M | 19.8% | |
| FIDELITY FREE IDX 2040 PREM Mututal Funds | Common Collective Trusts | — | — | $4.4M | 9.6% | |
| FIDELITY FREE IDX 2030 PREM Mututal Funds | Common Collective Trusts | — | — | $3.8M | 8.2% | |
| FIDELITY FREE IDX 2035 PREM Mututal Funds | Common Collective Trusts | — | — | $3.5M | 7.6% | |
| MFS GROWTH R6 Mututal Funds | Mutual Funds | — | — | $3.1M | 6.8% | |
| FIDELITY FREE IDX 2045 PREM Mututal Funds | Common Collective Trusts | — | — | $3.0M | 6.6% | |
| FIDELITY FREE IDX 2055 PREM Mututal Funds | Common Collective Trusts | — | — | $2.8M | 6.2% | |
| FIDELITY FREE IDX 2050 PREM Mututal Funds | Common Collective Trusts | — | — | $2.6M | 5.7% | |
| FIDELITY FREE IDX 2025 PREM Mututal Funds | Common Collective Trusts | — | — | $2.1M | 4.5% | |
| PUTNAM LARGE CAP VALUE R6 Mututal Funds | Mutual Funds | — | — | $1.7M | 3.7% | |
| FIDELITY FREE IDX 2060 PREM Mututal Funds | Common Collective Trusts | — | — | $1.2M | 2.5% | |
| FIDELITY SMALL CAP INDEX Mututal Funds | Mutual Funds | — | — | $1.0M | 2.2% | |
| T . ROWE PRICE STB VAL COMMON TR FD T. ROWE PRICE TRUST COMPANY · EIN 52-1309931 / PN 001 | Common Collective Trust | — | — | $969K | 2.1% | |
| VICTORY SYC EST VALUE R6 Mututal Funds | Other securities | — | — | $947K | 2.1% | |
| DODGE & COX INCOME X Registered Investment Company | Mutual Funds | — | — | $922K | 2.0% | |
| maturing through May 2053 0 | Other securities | — | — | $817K | 1.8% | |
| FIDELITY FREE IDX 2020 PREM Mututal Funds | Common Collective Trusts | — | — | $627K | 1.4% | |
| EUROPACIFIC GROWTH R6 Mututal Funds | Other securities | — | — | $621K | 1.4% | |
| FIDELITY INTERNATIONAL INDEX Mututal Funds | Mutual Funds | — | — | $615K | 1.3% | |
| FIDELITY MID CAP INDEX Mututal Funds | Mutual Funds | — | — | $463K | 1.0% | |
| AMERICAN FUNDS SMCAP WORLD R6 Registered Investment Company | Mutual Funds | — | — | $407K | 0.9% | |
| FIDELITY US BOND INDEX Mututal Funds | Mutual Funds | — | — | $361K | 0.8% | |
| FIDELITY FREE IDX 2065 PREM Mututal Funds | Common Collective Trusts | — | — | $264K | 0.6% | |
| CARILLON EAGLE MDCP GROWTH R6 Mututal Funds | Other securities | — | — | $241K | 0.5% | |
| COHEN & STEERS REALTY INST CL Mututal Funds | Other securities | — | — | $141K | 0.3% | |
| DFA EMERGING MARKETS CORE EQ Mututal Funds | Mutual Funds | — | — | $119K | 0.3% | |
| FIDELITY FREE IDX INC PREMIER Mututal Funds | Common Collective Trusts | — | — | $11K | <0.1% | |
| VANGUARD CASH RSRV FED MMKTADM Money Market / Cash Equivalent | Mutual Funds | — | — | $6K | <0.1% | |
| FIDELITY FREE IDX 2015 PREM Mututal Funds | Common Collective Trusts | — | — | $1K | <0.1% | |
| FIDELITY FREE IDX 2010 PREM Mututal Funds | Common Collective Trusts | — | — | $1K | <0.1% | |
| CASH | Cash / Money Market | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
