# Summerwinds Garden Centers, INC. 401(k) Plan
Source: https://planprovider.pro/companies/summerwinds-garden-centers-inc-401k-plan

> Summerwinds Garden Centers, INC.'s 401(k) plan: 166 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Summerwinds Garden Centers, INC.

- **Sponsor EIN:** 820500954

- **Sponsor Address:** 305 FEDERAL WAY, BOISE, ID, 83705

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

- **Total Participants:** 166

- **Total Assets:** $12.4M

## 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|166|$12.4M|$307,512|$679,262|

| 2023|176|$10.9M|$214,240|$515,490|

| 2022|166|$9.2M|$185,291|$460,093|

## 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|

| STANCORP FINANCIAL GROUP|NONE|$25,337|$3,256|$28,593|

| ARBOR POINT ADVISORS LLC|NONE|$24,156|—|$24,156|

| ECHELON GROUP INC|NONE|$8,861|—|$8,861|

| EIDE BAILLY|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [STANCORP FINANCIAL GROUP](https://planprovider.pro/provider/charles-schwab-and-co-inc) — NONE

- [ECHELON GROUP INC](https://planprovider.pro/provider/echelon-group-inc) — NONE

- [EIDE BAILLY](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:** $61,610

- **Estimated Expense Ratio:** 0.498% 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|$58,376|—|$58,376|—|—|

| 2023|$55,142|—|$55,142|—|—|

| 2022|$60,488|—|$60,488|—|—|

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- [Coastal Farm & Home Supply, LLC](https://planprovider.pro/companies/coastal-farm-home-supply-llc-401k-plan) — 686 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/summerwinds-garden-centers-inc-401k-plan)

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