# Summer Search Foundation 401(k) Plan
Source: https://planprovider.pro/companies/summer-search-foundation-401k-plan

> Summer Search Foundation's 401(k) plan: 122 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Summer Search Foundation

- **Sponsor EIN:** 680200138

- **Sponsor Address:** 304 12TH STREET, SUITE 4A, OAKLAND, CA, 94607

- **Plan Type:** 401(k)

- **Total Participants:** 122

- **Total Assets:** $9.1M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **Participant Loans:** No

- **Participant-Directed Investments:** Yes

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

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

| 2024|122|$9.1M|$242,900|$814,532|

| 2023|146|$7.4M|$240,751|$775,296|

| 2022|121|$6.0M|$232,047|$712,415|

## 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|

| CBIZ CPAS P.C.|Auditor|—|—|$0|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $0

### 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|$22,742|$18,910|—|—|—|

| 2023|$19,431|$15,273|—|—|—|

| 2022|$8,958|—|—|—|—|

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