Plan Snapshot
- Plan Sponsor: Summitt Enterprises INC
- Sponsor EIN: 930443822
- Sponsor Address: 2305 ASHLAND ST, ASHLAND, OR, 975203777
- Plan Type: 401(k)
- Total Participants: 69
- Total Assets: $11.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 69 | $11.7M | $436,510 | $0 |
| 2023 | 32 | $9.8M | $413,604 | $0 |
| 2022 | 31 | $8.3M | $377,928 | $0 |
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 |
|---|---|---|---|---|
| KBFALK, PLLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- KBFALK, 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 | $704 | — | — | — | — |
| 2023 | $1,589 | — | — | — | — |
| 2022 | $1,878 | — | — | — | $402 |