# Summit Physician Specialists, P.C. 401(k) Plan
Source: https://planprovider.pro/companies/summit-physician-specialists-p-c-401k-plan

> Summit Physician Specialists, P.C.'s 401(k) plan: 122 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Summit Physician Specialists, P.C.

- **Sponsor EIN:** 814233178

- **Sponsor Address:** 5295 S. COMMERCE DRIVE, SUITE 550, MURRAY, UT, 84107

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

- **Total Participants:** 122

- **Total Assets:** $82.7M

## 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|122|$82.7M|$4.6M|$867,628|

| 2023|104|$67.3M|$3.9M|$886,302|

| 2022|93|$60.5M|$3.4M|$690,465|

## 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|

| BANGERTER, LUND & ASSOCIATES|Auditor|—|—|$0|

## 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|$62,131|$44,669|$4,797|—|—|

| 2023|$53,351|$37,372|—|—|—|

| 2022|$49,266|$48,087|—|—|—|

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