# Summit Contracting Group, INC. 401(k) Plan
Source: https://planprovider.pro/companies/summit-contracting-group-inc-401k-plan

> Summit Contracting Group, INC.'s 401(k) plan: 359 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Summit Contracting Group, INC.

- **Sponsor EIN:** 208209413

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

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

- **Total Participants:** 359

- **Total Assets:** $17.8M

## 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|359|$17.8M|$1.2M|$1.8M|

| 2023|428|$14.4M|$848,960|$1.9M|

| 2022|410|$10.1M|$694,980|$1.6M|

## 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|

| CPS INVESTMENT ADVISORS|FINANCIAL ADVISOR FEES|$192,648|—|$192,648|

| PCS FINANCIAL SERVICES|PCS FEES|$7,020|—|$7,020|

| ASSURANCE DIMENSIONS, LLC|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [CPS INVESTMENT ADVISORS](https://planprovider.pro/provider/cps-investment-advisors) — FINANCIAL ADVISOR FEES

- [PCS FINANCIAL SERVICES](https://planprovider.pro/provider/aspire-financial-services) — PCS FEES

- [ASSURANCE DIMENSIONS, LLC](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:** $199,668

- **Estimated Expense Ratio:** 1.120% 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|$201,943|$192,648|—|—|—|

| 2023|$157,461|$149,577|—|—|—|

| 2022|$130,209|—|$130,209|—|—|

## Similar Plans

- [Nc Employment Group, INC.](https://planprovider.pro/companies/nc-employment-group-inc-401k-plan) — 344 participants

- [Minto Communities, LLC](https://planprovider.pro/companies/minto-communities-llc-401k-plan) — 376 participants

- [Titan Electric Companies, LLC](https://planprovider.pro/companies/titan-electric-companies-401k-plan) — 403 participants

- [Coastal Construction Group Of South Florida, INC. Dba Coastal Construc](https://planprovider.pro/companies/coastal-construction-group-401k-plan) — 441 participants

- [G.L. Homes Of Florida Corporation](https://planprovider.pro/companies/g-l-homes-of-florida-corporation-401k-plan) — 568 participants

- [Stock Development Associates, INC.](https://planprovider.pro/companies/stock-development-associates-inc-401k-plan) — 599 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/summit-contracting-group-inc-401k-plan)

© 2026 PlanProvider.Pro