# Summit Companies Holdings, INC. DC Plan
Source: https://planprovider.pro/companies/summit-companies-holdings-inc-plan

> Summit Companies Holdings, INC.'s DC plan: 314 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Summit Companies Holdings, INC.

- **Sponsor EIN:** 873001353

- **Sponsor Address:** 7595 BAYMEADOWS WAY, JACKSONVILLE, FL, 32256

- **Plan Type:** DC

- **Total Participants:** 314

- **Total Assets:** $753.9M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

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

| 2024|314|$753.9M|$11.1M|$0|

| 2023|288|$367.6M|$10.5M|$0|

| 2022|240|$107.1M|$8.1M|$0|

## 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|

| ASSURANCE DIMENSIONS|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [ASSURANCE DIMENSIONS](https://planprovider.pro/provider/assurance-dimensions-inc) — 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|$460|—|$460|—|—|

| 2023|$850|—|$850|—|—|

| 2022|$200|—|—|—|—|

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