Plan Snapshot
- Plan Sponsor: Summit Radiology P.C.
- Sponsor EIN: 351140337
- Sponsor Address: 7221 ENGLE ROAD, FORT WAYNE, IN, 46804
- Plan Type: 401(k)
- Total Participants: 113
- Total Assets: $72.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 113 | $72.9M | $2.0M | $1.3M |
| 2023 | 111 | $70.3M | $1.9M | $1.3M |
| 2022 | 90 | $58.5M | $1.7M | $1.1M |
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 |
|---|---|---|---|---|
| SCHWAB RETIREMENT PLAN SERVICES,INC | RECORDKEEPER | $59,668 | — | $59,668 |
| CREATIVE PLANNING LLC | FINANCIAL ADVISOR | $10,227 | — | $10,227 |
| DICKMEYER BOYCE FINANCIAL MANADICKM | FINANCIAL ADVISOR | $5,443 | — | $5,443 |
| BADEN GAGE & SCHROEDER LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SCHWAB RETIREMENT PLAN SERVICES,INC — RECORDKEEPER
- CREATIVE PLANNING LLC — FINANCIAL ADVISOR
- BADEN GAGE & SCHROEDER LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $75,338
- Estimated Expense Ratio: 0.103% 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 | $96,729 | $90,598 | — | — | — |
| 2023 | $80,460 | $74,065 | — | — | — |
| 2022 | $78,761 | $15,697 | — | — | — |