Plan Snapshot
- Plan Sponsor: Summit Consulting,LLC
- Sponsor EIN: 954816438
- Sponsor Address: 777 6TH STREET, NW, WASHINGTON, DC, 20001
- Plan Type: 401(k)
- Total Participants: 127
- Total Assets: $13.2M
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 | 127 | $13.2M | $526,734 | $1.2M |
| 2023 | 103 | $9.5M | $443,631 | $994,656 |
| 2022 | 107 | $7.2M | $453,360 | $1.0M |
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 |
|---|---|---|---|---|
| UHY LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- UHY LLP — 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 | $91,949 | $11,442 | $11,952 | — | — |
| 2023 | $72,604 | $8,246 | $13,968 | — | — |
| 2022 | $70,356 | — | $70,356 | — | — |