# Summit Dental Management, S.C. 401(k) Plan
Source: https://planprovider.pro/companies/summit-dental-management-s-c-401k-plan

> Summit Dental Management, S.C.'s 401(k) plan: 543 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/wipfli-llp) — NONE

- [CLIFTONLARSONALLEN LLP](https://planprovider.pro/provider/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|—|—|

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