Summit Consulting,LLC's EIN is 95-4816438.
Download the official 2024 Form 5500 (PDF) for Summit Consulting,LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Summit Consulting,LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $69K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LEAFHOUSE FINANCIAL ADVISORS LLC | — | AUSTIN, TX | OTHER | $6K | — |
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 | |||||
|---|---|---|---|---|---|---|
| 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 | Common Collective Trusts | — | — | $742K | 5.6% | |
| Vanguard Dev Markets Index Admiral | Mutual Funds | — | — | $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 | Common Collective Trusts | — | — | $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 | Mutual Funds | — | — | $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 | Mutual Funds | — | — | $114K | 0.9% | |
| Vanguard International Growth Adm | Mutual Funds | — | — | $106K | 0.8% | |
| Participant loans to plan participants, maturing at various dates, bearing interest at rates from 4.25% to 9.50% -0- | Bonds / Notes | — | — | $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 | Mutual Funds | — | — | $59K | 0.4% | |
| DFA World Ex Us Government Fixed Inc I | Mutual Funds | — | — | $33K | 0.2% | |
| PIMCO Income Institutional | Mutual Funds | — | — | $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% |
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 |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MANAGEMENT | $6K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CETERA ADVISOR NETWORKS LLC | — | EL SEGUNDO, CA | BROKER/ADVISER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| COASTAL PENSION SERVICES | — | COLUMBIA, MD | CONTRACT ADMIN | $12K | — |
