# Summit Interconnect, INC. 401(k) Plan
Source: https://planprovider.pro/companies/summit-interconnect-inc-401k-plan

> Summit Interconnect, INC.'s 401(k) plan: 1,049 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Summit Interconnect, INC.

- **Sponsor EIN:** 811924376

- **Sponsor Address:** 220 NORTH CRESCENT WAY, SUITE B, ANAHEIM, CA, 92801

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

- **Total Participants:** 1,049

- **Total Assets:** $23.7M

## 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|1,049|$23.7M|$1.3M|$3.2M|

| 2023|948|$16.5M|$1.2M|$3.0M|

| 2022|686|$10.0M|$1.3M|$2.1M|

## 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|

| STRATEGIC ADVISORS, INC.|ADVISOR|$14,831|—|$14,831|

| FIDELITY INVESTMENTS INSTITUTIONAL|RECORDKEEPER|$7,293|—|$7,293|

| MACIAS GINI & O'CONNELL LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [STRATEGIC ADVISORS, INC.](https://planprovider.pro/provider/creative-planning) — ADVISOR

- [FIDELITY INVESTMENTS INSTITUTIONAL](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [MACIAS GINI & O'CONNELL LLP](https://planprovider.pro/provider/macias-gini-and-oconnell-llp) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $22,124

- **Estimated Expense Ratio:** 0.094% 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|$22,124|$14,831|—|—|—|

| 2023|$18,266|$12,647|—|—|—|

| 2022|$11,373|$6,717|—|—|—|

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