# Summit Radiology P.C. 401(k) Plan
Source: https://planprovider.pro/companies/summit-radiology-p-c-401k-plan

> Summit Radiology P.C.'s 401(k) plan: 113 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/charles-schwab-and-co-inc) — RECORDKEEPER

- [CREATIVE PLANNING LLC](https://planprovider.pro/provider/creative-planning) — FINANCIAL ADVISOR

- [BADEN GAGE & SCHROEDER LLC](https://planprovider.pro/provider/baden-gage-and-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|—|—|—|

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