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

> Summit Utilities, INC.'s 401(k) plan: 1,341 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

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

- **Sponsor EIN:** 200929645

- **Sponsor Address:** 1000 FIANNA WAY, STE 520, FORT SMITH, AR, 72916

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

- **Total Participants:** 1,341

- **Total Assets:** $100.1M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **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|1,341|$100.1M|$5.8M|$8.5M|

| 2023|1,282|$79.8M|$5.0M|$7.6M|

| 2022|1,052|$59.5M|$4.0M|$6.2M|

## 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|

| PLANTE & MORAN, PLLC|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [PLANTE & MORAN, PLLC](https://planprovider.pro/provider/plante-and-moran-pllc) — 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|$278,999|$126,464|—|—|—|

| 2023|$208,921|$91,541|—|—|—|

| 2022|$132,272|$54,758|$77,514|—|—|

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