Plan Snapshot
- Plan Sponsor: Summit Building Services
- Sponsor EIN: 811128533
- Sponsor Address: 1128 WILLOW PASS CT, CONCORD, CA, 945201006
- Plan Type: 401(k)
- Total Participants: 142
- Total Assets: $1.2M
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 | 142 | $1.2M | $104,949 | $176,475 |
| 2023 | 141 | $1.0M | $67,044 | $156,360 |
| 2022 | 156 | $820,879 | $606,342 | $142,601 |
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 |
|---|---|---|---|---|
| LNB ACCOUNTING | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- LNB ACCOUNTING — Auditor
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 | $4,130 | — | — | — | — |
| 2023 | $5,035 | — | — | — | — |
| 2022 | $2,971 | — | — | — | — |