# Akron Summit Community Action, INC. Health & Welfare Plan
Source: https://planprovider.pro/companies/akron-summit-community-action-inc-340965339-502

> Akron Summit Community Action, INC.'s Health & Welfare plan: 187 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Akron Summit Community Action, INC.

- **Sponsor EIN:** 340965339

- **Sponsor Address:** 55 E MILL ST, AKRON, OH, 443081405

- **Plan Type:** Health & Welfare

- **Plan Number:** 502

- **Total Participants:** 187

- **Total Assets:** $2.4M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|187|$2.4M|$3.1M|$130,612|

| 2023|179|$2.3M|$2.9M|$129,687|

| 2022|181|$2.9M|$2.5M|$139,342|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| MUTUAL HEALTH SERVICES|Recordkeeper|$147,375|—|$147,375|

| EIDE BAILLY LLP|Auditor|$19,715|—|$19,715|

| MICHELLE MOSS|Other Service Provider|$7,503|—|$7,503|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [EIDE BAILLY LLP](https://planprovider.pro/provider/eide-bailly-llp) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $174,593

- **Estimated Expense Ratio:** 7.374% of plan assets

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2024|$223,312|—|$147,375|—|—|

| 2023|$203,703|—|$133,800|—|—|

| 2022|$209,157|$6,054|$133,820|—|$60,645|

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