DFX Intelligence

Data Factory

AllocatorsPlancorporate pension<100m

Summit School Retirement Plan

Allocators

Jamaica Estates, NY

This is the graph view. The full profile, with its team, deals and sources, is on Allocators.Open the full profile →

Search this name across graphsid dfx:al:58f5044d-6a88-4fc5-8369-6bf9fd151dee

Data as of Sep 15, 2026 (this record's last observation) from Government tapes; SEC filings; What the plans publish; Pending. Page built Sep 19, 2026, 1:24 AM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 12
On other graphs: 0
Observed: Sep 15, 2026 to Sep 15, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Total assets: $0latest reading; see basis
Assets as of: Oct 31, 2025
Assets basis: REPORTED
Funded ratio: 105%
Participants: 208
Commitments: 20with an amount; holdings are counted apart
Managers: 1
Funds: 10
Re-ups: 0
First-time managers: 0
Latest commitment: Jun 30, 2025
Consultants: 0
Private markets target, %: 0latest policy, percent of assets
Private equity target, %: 0latest policy, percent of assets
Latest policy: Jun 30, 2025
People: 0

Holdings (a value, never a commitment)

a Schedule D plan interest or a 990-PF other investment: a value on a date, never an approval

Vehicle	Manager	Bucket	Value	As of	Kind	Source
Prin Liquid Assets Sep Acct-Z	Principal	Pooled vehicle	$6.2M	Jun 30, 2025	Separate account	Dol form 5500 pension
Prin Ldi Long Duration Sa-Z	Principal	Fixed income	$4.6M	Jun 30, 2024	Separate account	Dol form 5500 pension
Prin Ldi Long Duration Sa-Z	Principal	Fixed income	$4.3M	Jun 30, 2025	Separate account	Dol form 5500 pension
Prin Ldi Long Duration Sa-Z	Principal	Fixed income	$4.2M	Jun 30, 2023	Separate account	Dol form 5500 pension
Prin Lgcp S&p 500 Index Sa-Z	Principal	Pooled vehicle	$3.7M	Jun 30, 2024	Separate account	Dol form 5500 pension
Prin Lgcp S&p 500 Index Sa-Z	Principal	Pooled vehicle	$3.6M	Jun 30, 2023	Separate account	Dol form 5500 pension
Prin Ldi Intrm Dur Sep Acct-Z	Principal	Pooled vehicle	$1.7M	Jun 30, 2025	Separate account	Dol form 5500 pension
Prin Ldi Intrm Dur Sep Acct-Z	Principal	Pooled vehicle	$1.3M	Jun 30, 2024	Separate account	Dol form 5500 pension
Prin Ldi Intrm Dur Sep Acct-Z	Principal	Pooled vehicle	$1.2M	Jun 30, 2023	Separate account	Dol form 5500 pension
Prin Diversified Intl Sa-Z	Principal	Hedge diversifiers	$952,557	Jun 30, 2024	Separate account	Dol form 5500 pension
Prin Diversified Intl Sa-Z	Principal	Hedge diversifiers	$934,570	Jun 30, 2023	Separate account	Dol form 5500 pension
Principal U.S. Property Sa-Z	Principal	Real estate	$584,521	Jun 30, 2024	Separate account	Dol form 5500 pension
Principal Overseas Sep Acct-Z	Principal	Pooled vehicle	$428,155	Jun 30, 2024	Separate account	Dol form 5500 pension
Principal Overseas Sep Acct-Z	Principal	Pooled vehicle	$427,467	Jun 30, 2023	Separate account	Dol form 5500 pension
Prin Org Emg Mkts Sep Acct-Z	Principal	Pooled vehicle	$292,700	Jun 30, 2024	Separate account	Dol form 5500 pension
Prin Org Emg Mkts Sep Acct-Z	Principal	Pooled vehicle	$283,223	Jun 30, 2023	Separate account	Dol form 5500 pension
Prin Midcap S&p 400 Idx Sa-Z	Principal	Pooled vehicle	$224,821	Jun 30, 2023	Separate account	Dol form 5500 pension
Prin Midcap S&p 400 Idx Sa-Z	Principal	Pooled vehicle	$220,053	Jun 30, 2024	Separate account	Dol form 5500 pension
Prin Smcap S&p 600 Index Sa-Z	Principal	Pooled vehicle	$89,088	Jun 30, 2023	Separate account	Dol form 5500 pension
Prin Smcap S&p 600 Index Sa-Z	Principal	Pooled vehicle	$86,429	Jun 30, 2024	Separate account	Dol form 5500 pension

Policy targets, latest period

the latest period this plan published, every item quoted from its own report; a target is never an actual; 3 rows folded into 1

Bucket	Target %	Range low	Range high	Actual %	Actual	Period end	Basis
Pooled separate accounts	n/a	n/a	n/a	100	$12.2M	Jun 30, 2025	Derived

Consultants

Form 5500 Schedule C, Form ADV and the plan's own reports; a Schedule C relationship is current for 24 months after the plan year end

Consultant	Role	From	To	Current	Evidence	Source
The Benefit Practice	actuary	Jul 1, 2022	Jun 30, 2023	no	fact	Dol form 5500 pension

Relationships

Sponsors (1)

← The Summit SchoolPlan sponsorPlan sponsor
Jul 1, 2025 to presentfactForm 5500

Advised by (1)

→ The Benefit PracticeInvestment consultantactuary
Jul 1, 2022 to Jun 30, 2023factForm 5500

Dated events

3 bookkeeping events (roster, classification and holdings changes) folded below

Occurred
Jun 30, 2025
Holding in a pooled vehicle ended
Summit School Retirement Plan no longer reports Prin Smcap S&p 600 Index Sa-Z (Principal) (last held $86,429 at 2024-06-30; absent from the 2025-06-30 filing)
Principal Form 5500observed 3 days ago
$86,429
Occurred
Jun 30, 2025
Holding in a pooled vehicle started
Summit School Retirement Plan first reports an interest in Prin Liquid Assets Sep Acct-Z (Principal): $6M at 2025-06-30
Principal Form 5500observed 3 days ago
$6.2M
Occurred
Jun 30, 2025
Holding in a pooled vehicle ended
Summit School Retirement Plan no longer reports Prin Org Emg Mkts Sep Acct-Z (Principal) (last held $292,700 at 2024-06-30; absent from the 2025-06-30 filing)
Principal Form 5500observed 3 days ago
$292,700
Occurred
Jun 30, 2025
Holding in a pooled vehicle ended
Summit School Retirement Plan no longer reports Principal Overseas Sep Acct-Z (Principal) (last held $428,155 at 2024-06-30; absent from the 2025-06-30 filing)
Principal Form 5500observed 3 days ago
$428,155
Occurred
Jun 30, 2025
Holding in a pooled vehicle ended
Summit School Retirement Plan no longer reports Prin Diversified Intl Sa-Z (Principal) (last held $952,557 at 2024-06-30; absent from the 2025-06-30 filing)
Principal Form 5500observed 3 days ago
$952,557
Occurred
Jun 30, 2025
Holding in a pooled vehicle ended
Summit School Retirement Plan no longer reports Principal U.S. Property Sa-Z (Principal) (last held $584,521 at 2024-06-30; absent from the 2025-06-30 filing)
Principal Form 5500observed 3 days ago
$584,521
Occurred
Jun 30, 2025
Holding in a pooled vehicle ended
Summit School Retirement Plan no longer reports Prin Midcap S&p 400 Idx Sa-Z (Principal) (last held $220,053 at 2024-06-30; absent from the 2025-06-30 filing)
Principal Form 5500observed 3 days ago
$220,053
Occurred
Jun 30, 2025
Holding in a pooled vehicle ended
Summit School Retirement Plan no longer reports Prin Lgcp S&p 500 Index Sa-Z (Principal) (last held $4M at 2024-06-30; absent from the 2025-06-30 filing)
Principal Form 5500observed 3 days ago
$3.7M
Occurred
Jun 30, 2024
Holding in a pooled vehicle started
Summit School Retirement Plan first reports an interest in Principal U.S. Property Sa-Z (Principal): $584,521 at 2024-06-30
Principal Form 5500observed 3 days ago
$584,521

Show 3 bookkeeping events

Occurred
Oct 31, 2025
Summit School Retirement Plan total assets $12M -> $0 (-100.0%, 2025-06-30 to 2025-10-31)
Occurred
Jul 1, 2024
Summit School Retirement Plan funded ratio 87.0% -> 104.8% (2023-07-01 to 2024-07-01)
Occurred
Jul 1, 2023
Summit School Retirement Plan funded ratio 84.9% -> 87.0% (2022-07-01 to 2023-07-01)

Provenance

Graph: Allocators
Canonical id: dfx:al:58f5044d-6a88-4fc5-8369-6bf9fd151dee
First observed: Sep 15, 2026
Last observed: Sep 15, 2026 3 days ago
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

Summit School Retirement Plan

Allocators

Jamaica Estates, NY

This is the graph view. The full profile, with its team, deals and sources, is on Allocators.Open the full profile →

Search this name across graphsid dfx:al:58f5044d-6a88-4fc5-8369-6bf9fd151dee

Vehicle

Manager

Bucket

Value

As of

Kind

Source