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Original filing (PDF)20250729130216NAL0003314849001
SUMMIT CONSULTING,LLC
Form 5500
FILING_RECEIVED
SUMMIT CONSULTING, LLC 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Active participants
127
Accounts w/ balance
167
Plan assets (EOY)
$13.2M
Net assets (EOY)
$13.2M
How this plan invests
This plan
20 pooled trusts
Schedule D
31 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
91
/ 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
100
Total plan cost
65
Vendor stack
100
Participation health
100
Knocking points off
- 70 bps in Schedule C fees — 141% above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SUMMIT CONSULTING,LLC.
Plan sponsor
Name
SUMMIT CONSULTING,LLC
EIN
95-4816438
Address
777 6TH STREET, NW · SUITE 520 · WASHINGTON, DC · 20001
Phone
(202) 407-8300
Industry
Professional & Technical Servicessee 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
2025-07-29
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
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)
Audit & trust (Schedule H)
Auditor
UHY LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
5 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $69K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MANAGEMENT | $6K | — |
Broker
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CETERA ADVISOR NETWORKS LLC | — | EL SEGUNDO, CA | BROKER/ADVISER | $0 | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| COASTAL PENSION SERVICES | — | COLUMBIA, MD | CONTRACT ADMIN | $12K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LEAFHOUSE FINANCIAL ADVISORS LLC | — | AUSTIN, TX | OTHER | $6K | — |
Investments
12 direct securities · 20 pooled funds· $13.2M(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.
Common Collective Trust
$10.2M
20 holdings
Uncategorized
$2.8M
10 holdings
Mutual Funds
$168K
1 holding
Guaranteed Income / GIC
$67K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| GREAT GRAY BLENDED RESRCH CORE EQTY GREAT GRAY · EIN 99-3500679 / PN 001 | Common Collective Trust | — | — | $2.5M | 19.0% | |
| AMERICAN CENTURY RD HYBRID 2045 CL BENEFIT PLANS ADMIN SERVICES COLLECTIVE TRUSTS · EIN 83-6699605 / PN 085 | Common Collective Trust | — | — | $1.2M | 9.3% | |
| AMERICAN CENTURY RDHYBRID 2055 CL1 BENEFIT PLANS ADMIN SERVICES COLLECTIVE TRUSTS · EIN 83-6699605 / PN 087 | Common Collective Trust | — | — | $1.0M | 7.7% | |
| AMERICAN CENTURY RD HYBRID2030 CL1 BENEFIT PLANS ADMIN SERVICES COLLECTIVE TRUSTS · EIN 83-6699605 / PN 082 | Common Collective Trust | — | — | $971K | 7.4% | |
| AMERICAN CENTURY RD HYBRID 2035 CL1 BENEFIT PLANS ADMIN SERVICES COLLECTIVE TRUSTS · EIN 83-6699605 / PN 083 | Common Collective Trust | — | — | $825K | 6.3% | |
| AMERICAN CENTURY RD HYBRID2060 CL1 BENEFIT PLANS ADMIN SERVICES COLLECTIVE TRUST · EIN 83-6699605 / PN 088 | Common Collective Trust | — | — | $784K | 5.9% | |
| Vanguard 500 Index Admiral | — | — | — | $742K | 5.6% | |
| Vanguard Dev Markets Index Admiral | — | — | — | $740K | 5.6% | |
| AMERICAN CENTURY RD HYBRID2050 CL1 BENEFIT PLANS ADMIN SERVICES COLLECTIVE TRUSTS · EIN 83-6699605 / PN 086 | Common Collective Trust | — | — | $659K | 5.0% | |
| Vanguard Mid Cap Index Fund - Admiral | — | — | — | $610K | 4.6% | |
| AMERICAN CENTURY RD HYBRID2040 CL1 BENEFIT PLANS ADMIN SERVICES COLLECTIVE TRUSTS · EIN 83-6699605 / PN 084 | Common Collective Trust | — | — | $398K | 3.0% | |
| AB US LARGE CAP GROWTH CIT W SERIES GREAT GRAY · EIN 38-4116831 / PN 509 | Common Collective Trust | — | — | $339K | 2.6% | |
| AMERICAN CENTURY RD HYBRID 2065 CL1 BENEFIT PLANS ADMIN SERVICES COLLECTIVE TRUSTS · EIN 83-6699605 / PN 089 | Common Collective Trust | — | — | $294K | 2.2% | |
| Vanguard Small Cap Index Adml | — | — | — | $290K | 2.2% | |
| ALTA FEDERATED MDT SMALL CAP CORE ALTA TRUST · EIN 99-2666297 / PN 001 | Common Collective Trust | — | — | $262K | 2.0% | |
| AMERICAN CENTURY RD HYBRIDINRET CL1 BENEFIT PLANS ADMIN SERVICES COLLECTIVE TRUSTS · EIN 83-6699605 / PN 079 | Common Collective Trust | — | — | $243K | 1.8% | |
| LARGE CAP VALUE FUND CLASS R1 GREAT GRAY · EIN 38-4065329 / PN 426 | Common Collective Trust | — | — | $191K | 1.4% | |
| DFA Emerging Markets Core Equity I | Mutual Funds | — | — | $168K | 1.3% | |
| CORE PLUS BOND FUND FEE CLASS R1 GREAT GRAY · EIN 38-4116854 / PN 515 | Common Collective Trust | — | — | $167K | 1.3% | |
| PUTNAM SMALL CAP GROWTH CL R GREAT GRAY · EIN 86-1846156 / PN 677 | Common Collective Trust | — | — | $141K | 1.1% | |
| MID CAP GROWTH FUND FEE CLASS R1 GREAT GRAY · EIN 38-4126247 / PN 549 | Common Collective Trust | — | — | $130K | 1.0% | |
| DFA Real Estate Securities I | — | — | — | $114K | 0.9% | |
| Vanguard International Growth Adm | — | — | — | $106K | 0.8% | |
| Participant loans to plan participants, maturing at various dates, bearing interest at rates from 4.25% to 9.50% -0- | — | — | — | $75K | 0.6% | |
| (FBRIC) * Empower Annuity Insurance Company of America Key Guaranteed Portfolio Fund | Guaranteed Income / GIC | — | — | $67K | 0.5% | |
| DFA Inflation-Protected Securities I | — | — | — | $59K | 0.4% | |
| DFA World Ex Us Government Fixed Inc I | — | — | — | $33K | 0.2% | |
| PIMCO Income Institutional | — | — | — | $20K | 0.1% | |
| MID CAP VALUE FEE CLASS R1 GREAT GRAY · EIN 38-4139852 / PN 630 | Common Collective Trust | — | — | $8K | <0.1% | |
| AMERICAN CENTURY RD HYBRID 2025 CL BENEFIT PLANS ADMIN SERVICES COLLTIVE TRUSTS · EIN 99-2666297 / PN 001 | Common Collective Trust | — | — | $4K | <0.1% | |
| FRANKLIN SMALL CAP VALUE GG TRUST C GREAT GRAY · EIN 38-4126289 / PN 594 | Common Collective Trust | — | — | $1K | <0.1% | |
| MARTIN CURRIE EMERGING MARKETS CIT GREAT GRAY · EIN 82-4565709 / PN 376 | Common Collective Trust | — | — | $0 | <0.1% |
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