Plan Snapshot
- Plan Sponsor: Summit On-Site Solutions, LLC
- Sponsor EIN: 270199570
- Sponsor Address: 11233 SHADOW CREEK PKWY STE 303, PEARLAND, TX, 775844100
- Plan Type: 401(k)
- Total Participants: 223
- Total Assets: $5.4M
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 | 223 | $5.4M | $330,150 | $793,676 |
| 2023 | 221 | $4.0M | $303,703 | $658,015 |
| 2022 | 221 | $2.7M | $302,805 | $652,518 |
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 |
|---|---|---|---|---|
| WIPFLI LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WIPFLI 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 | $24,179 | — | — | — | — |
| 2023 | $5,520 | — | — | — | — |
| 2022 | $4,749 | — | — | — | — |