Plan Snapshot
- Plan Sponsor: Summit Care Ii, INC.
- Sponsor EIN: 593734290
- Sponsor Address: 2123 CENTRE POINTE BLVD, TALLAHASSEE, FL, 32308
- Plan Type: 401(k)
- Total Participants: 1,212
- Total Assets: $13.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 1,212 | $13.7M | $0 | $816,017 |
| 2023 | 1,205 | $12.4M | $0 | $923,894 |
| 2022 | 994 | $10.8M | $0 | $864,142 |
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 |
|---|---|---|---|---|
| RICHARDS, MITCHELL, & CROSS, PA | 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 | $3,780 | — | $3,780 | — | — |
| 2023 | $4,500 | — | $4,500 | — | — |
| 2022 | $5,252 | — | $5,252 | — | — |