Plan Snapshot
- Plan Sponsor: Summit Dental Management, S.C.
- Sponsor EIN: 391990304
- Sponsor Address: 4607 ROYAL DRIVE, EAU CLAIRE, WI, 54701
- Plan Type: 401(k)
- Total Participants: 543
- Total Assets: $63.0M
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 | 543 | $63.0M | $1.5M | $3.2M |
| 2023 | 483 | $53.5M | $1.3M | $2.8M |
| 2022 | 503 | $43.1M | $1.2M | $2.5M |
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 |
|---|---|---|---|---|
| ORGEL WEALTH MANAGEMENT | NONE | $85,840 | — | $85,840 |
| WIPFLI LLP | NONE | $81,752 | — | $81,752 |
| CLIFTON LARSON ALLEN LLP | NONE | $8,400 | — | $8,400 |
| CLIFTONLARSONALLEN LLP | Auditor | $8,400 | — | $8,400 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WIPFLI LLP — NONE
- CLIFTONLARSONALLEN LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $184,392
- Estimated Expense Ratio: 0.293% 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 | $179,850 | $85,840 | — | $8,400 | — |
| 2023 | $160,617 | $73,569 | — | $12,075 | — |
| 2022 | $152,560 | $75,416 | $77,144 | — | — |