# Summit Career College, INC. 401(k) Plan
Source: https://planprovider.pro/companies/summit-career-college-inc-401k-plan

> Summit Career College, INC.'s 401(k) plan: 89 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Summit Career College, INC.

- **Sponsor EIN:** 330430969

- **Sponsor Address:** 804 E. BRIER DR., SAN BERNARDINO, CA, 92408

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

- **Total Participants:** 89

- **Total Assets:** $3.4M

## 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|89|$3.4M|$18,379|$398,650|

| 2023|101|$4.0M|$22,165|$381,853|

| 2022|94|$3.4M|$17,099|$323,763|

## 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|

| ADP, INC.|RECORD KEEPER|$27,148|—|$27,148|

| ACCELERATE INVESTMENT ADVISORS LLC|INVESTMENT/FINANCIAL ADVI|$15,166|—|$15,166|

| WEWORSKI &ASSOCIATES|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [ADP, INC.](https://planprovider.pro/provider/adp-retirement-services) — RECORD KEEPER

- [ACCELERATE INVESTMENT ADVISORS LLC](https://planprovider.pro/provider/accelerate-retirement) — INVESTMENT/FINANCIAL ADVI

- [WEWORSKI &ASSOCIATES](https://planprovider.pro/provider/weworski-and-associates) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $42,314

- **Estimated Expense Ratio:** 1.249% 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|$42,314|$15,166|—|—|—|

| 2023|$36,333|$12,930|—|—|—|

| 2022|$33,987|—|—|—|—|

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